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Morgan Stanley Investment Management launches Global Mortgage Securities Fund


Morgan Stanley Investment Management (MSIM) has launched the Morgan Stanley Investment Funds Global Mortgage Securities Fund, which invests in a portfolio of mortgages and securitised debt instruments issued by government agencies and private institutions.

Sheila Huang, head of the MSIM mortgage team, says: “The global mortgage market is a broad and dynamic landscape. Over time, investor preferences and convictions can change due to such factors as regulatory constraints, asset values and the availability of credit. These changes result in dislocations in relative value and solid opportunities for mortgage-related investments. In order to spot these opportunities as they just begin to take shape, the fund’s experienced and informed team takes a long-term perspective and leverages its disciplined investment process and commitment to research.”

The new fund applies a consistent, thematic, targeted bottom-up investment approach that combines global macro fundamental analysis, thorough research and analysis of industry trends to create a diversified portfolio of securitised instruments. MSIM’s global mortgage research teams seek to identify potential value opportunities in all areas of the securitised market, and portfolio construction takes place over three key stages – value identification, implementation and evaluation.

Arthur Lev, head of MSIM’s long-only business, says: “Our focus is our clients – in these difficult market conditions, our goal is to develop products that allow clients access to diverse asset classes. The Global Mortgage Securities fund leverages the extensive market experience of investment professionals within the long-only business to help clients achieve their investment goals.”

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