Morgan Stanley Investment Management

Censys, the trusted authority for Internet intelligence and insights, announced its Series D funding round led by our Expansion Capital team. As cyber risk shifts to Internet‑exposed infrastructure, demand for real‑time, trusted intelligence has never been greater. Learn more in this week’s announcement. https://mgstn.ly/48on3NT

Last week, we brought our investors and partners together at our Annual Global Real Assets Investor Conference in Los Angeles, highlighting the strength and breadth of the Morgan Stanley Global Real Assets platform. From macro and geopolitical dynamics to long term structural themes, the conversation reinforced how a global perspective and granular investment approach can help investors stay resilient and positioned in an increasingly volatile world. Thank you to our speakers and investors for an engaging and thoughtful exchange of ideas. We look forward to seeing everyone again next year!

We’re pleased to announce that Huel, a portfolio company of our 1GT climate private equity strategy, has entered into a definitive agreement to be acquired by Danone, a global food and beverage leader. Since 1GT’s investment in 2023, Huel has delivered strong organic growth, expanded in the U.S. and continued to innovate in sustainable, plant‑based nutrition—reflecting 1GT’s focus on scaling businesses where commercial performance and positive climate impact go hand in hand. https://mgstn.ly/4t5O0Om

Over this past month, we visited seven cities across Europe as part of this year’s Fixed Income Roadshow and had the opportunity to connect with over 270 investors and clients. Through dynamic market discussions and thoughtful conversations with clients, it was energizing to discuss opportunities and challenges shaping fixed income markets today with an emphasis on flexibility, selectivity, and active decision-making. Across all cities, one message resonated: uncertainty persists, but a broad, active approach can help uncover meaningful opportunities. Learn more about our Fixed Income team and capabilities: https://mgstn.ly/4bzKGoW

In this insight, Tony Charles, Head of Research and Strategy for Global Real Assets, explains how the significant discount between market rents and replacement costs, alongside the sharp decline in new supply, may help support a recovery in industrial real estate fundamentals and values. https://mgstn.ly/4m0r68P

In recognition of Women’s History Month, we were proud to be represented at the Women’s Private Equity Summit, with our senior female leaders from Sales, Private Credit and Private Equity participating in discussions with peers from the industry. Topics focused on the evolving private markets landscape—from disciplined portfolio construction and value creation beyond leverage, to shifting LP–GP dynamics, and the growing role of private credit and hybrid capital solutions. Our senior portfolio managers and sales leaders valued the opportunity to exchange perspectives, strengthen relationships and stay closely connected to the trends that matter most to our clients and partners. Thank you to With Intelligence for convening such a thoughtful and collaborative private equity event for our community.

Benjamin Huneke, Head of Investment Management, joined CNBC Power Lunch to share how he’s guiding clients through ongoing market uncertainty. He noted that recent market fears—such as concerns around AI’s impact on software—have created dislocations that appear overstated, presenting selective opportunities for long‑term investors rather than signaling a broader structural breakdown. Watch the full clip: https://mgstn.ly/4tc74e5

Geopolitical tensions intensified in February, driving sharp market moves across interest rates as well as credit and risk assets. How did markets react? Where did stress points emerge? Watch this month's Global Fixed Income Bulletin: https://mgstn.ly/4uUpIsz

Lauren Hochfelder, Head of Global Real Estate Assets at Morgan Stanley Investment Management, joined Bloomberg Surveillance radio to discuss several high‑conviction real estate opportunities driven by long‑term structural demand. She pointed to industrial as a core strategy, benefiting from logistics needs and the accelerating impact of AI. Watch the interview here: https://mgstn.ly/4uMqp74

In celebration of International Women’s Day, we brought clients together this week for our Give to Gain breakfast—and hosted an inspiring conversation about investing in people, building pathways for future talent and the power of expanding opportunity in our industry. We were delighted to host a fireside chat led by Charlotte Watkins and Featured Seema Hingorani, Managing Director and Senior Client Advisor at Morgan Stanley Investment Management and Founder and Chair of Girls Who Invest, who shared invaluable insights about advancing women in finance and the importance of intentional talent development. Thank you to all our clients who joined us and contributed to such an engaging discussion. A great reminder that when we share ideas, experience and opportunity, we all gain.