Broad Markets Fixed Income Team

Overview
Meet The Team
Investment Criteria
Portfolio
Strategy
Insights

Overview

The Broad Markets Fixed Income team unites the expertise of single-sector research and trading teams across the Morgan Stanley Investment Management fixed income platform to identify what they believe are the best opportunities in fixed income. The team develops both benchmark aware and more flexible strategies by relying on the experience and expertise of its global professionals to establish top-down views and themes combined with bottom-up input for security selection. ESG is also a key consideration in the team’s investment process, since they believe there is a correlation between ESG best practice and bond performance.

Strategy Name	Description
Core Fixed Income Strategy Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.	Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
Core Plus Fixed Income Strategy Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.	Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.
European Aggregate Core Strategy Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.	Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.
European Aggregate Core Plus Strategy Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.	Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.
European Credit Strategy Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.	Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.
European Short Maturity Strategy Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.	Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.
Global Aggregate Fixed Income Strategy Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.	Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.
Global Credit Strategy Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.	Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.
Global Fixed Income Opportunities Strategy Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.	Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.
Global Premier Credit Strategy Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.	Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.
Government Bond Strategy Seeks a high level of income through value-oriented investing in U.S. government securities.	Seeks a high level of income through value-oriented investing in U.S. government securities.
Sterling Corporate Bond Strategy Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.	Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.
Strategic Income Strategy Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.	Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.
US Investment Grade Corporate Strategy Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.	Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.
US Limited Duration Strategy Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.	Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.
US Long Duration Strategy Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.	Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.
US Short Duration Strategy Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years.	Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years.

Overview

Meet The Team

Meet The Team

Investment Criteria

Strategies

Insights