• 13 Nov 2025

By reviving the Value-Up initiative, South Korea’s new government has restored confidence after a turbulent 2024. While it’s tempting to credit the reform initiative for the current market rally, t...

By Morgan Stanley In Emerging Markets, Fixed Income, Equities, Macro, Thematic / Megatrends

• 11 Nov 2025

Within the private alternatives universe, private equity is one of the most rapidly growing asset classes. With a range of strategies, private equity investing offers distictive qualitative charact...

By Morgan Stanley In Private Markets, Hedge Funds, Equities, Portfolio Construction

• 10 Nov 2025

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

By Morgan Stanley In Portfolio Construction, Equities, Macro, Thematic / Megatrends

• 05 Nov 2025

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

By Morgan Stanley In Sustainability

• 04 Nov 2025

The prevailing tariff playbook still assumes that trade can be neatly reshaped along national boundaries, but the world is organized by sectors, not countries. In "Tariffs: Illusion Versus Reality,...

By Morgan Stanley In Macro, Equities

• 03 Nov 2025

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

By Morgan Stanley In Portfolio Construction, Fixed Income, Equities, Macro, Thematic / Megatrends

• 31 Oct 2025

Discover how interest rate dynamics, recovering deal activity, M&A demand, and the potential risk of a pick-up in public market volatility make direct lending a potentially compelling opportunity.

By Morgan Stanley In Fixed Income, Private Markets

• 30 Oct 2025

We see a tug of war within markets, between the bull argument that AI will be visibly transformational to corporate profitability in the near term and/or the U.S. economy sharply accelerates, and t...

By Morgan Stanley In Thematic / Megatrends, Equities

• 28 Oct 2025

For 15 years, U.S. stocks dominated while emerging markets suffered from repeated crises, leaving their assets deeply discounted. EM reforms have now rebuilt credibility while U.S. policy has grown...

By Morgan Stanley In Emerging Markets, Equities, Thematic / Megatrends

• 27 Oct 2025

The expansive One Big Beautiful Bill Act is impacting every sector; Morgan Stanley Infrastructure Partners’ Chris Ortega participated in an Infrastructure Investors roundtable to discuss.

By Morgan Stanley In Macro, Private Markets, Equities

• 23 Oct 2025

We highlight a landscape of cautious optimism in fixed income sectors, driven by central bank policies and market dynamics. While opportunities exist, particularly in emerging markets and corporate...

By Morgan Stanley In Fixed Income, Equities, Industry, Emerging Markets, Sustainability

• 21 Oct 2025

In this Q&A, the authors discuss how GLP-1s are reshaping weight loss, curbing cravings and may also shift consumer habits, with implications for the food, beverage and packaging industries.

By Morgan Stanley In Sustainability

• 17 Oct 2025

In The BEAT for October we highlighted three important themes, amongst others, that we see across the global investment landscape.

By Morgan Stanley

• 10 Oct 2025

Join us for our new Bright Prospects Podcast, exploring the world of global equity investing with Global Stars PM, Alex Gabriele and Portfolio Specialist, Sarah Hudson. In our first episode we get...

By Morgan Stanley In Macro, Portfolio Construction, Equities

• 09 Oct 2025

In-depth review of fundamentals and valuations across emerging markets debt.

By Morgan Stanley In Emerging Markets, Fixed Income

• 06 Oct 2025

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

By Morgan Stanley In Portfolio Construction, Equities, Macro, Thematic / Megatrends

• 30 Sep 2025

Morgan Stanley’s Portfolio Solutions Group reassesses popular investor assumptions about performance fee netting in private investment portfolios. By understanding the nuanced effects of catch-up...

By Morgan Stanley In Portfolio Construction

• 29 Sep 2025

A generational shift is reshaping the global economy. Millennials and Gen Z are fueling value-driven e-commerce, sustainable travel and experiences, while aging populations spur demand for healthca...

By Morgan Stanley In Macro, Industry, Sustainability, Equities, Thematic / Megatrends

• 22 Sep 2025

Following a seemingly calm summer, we believe there is a compelling case for more active portfolio management. Watch our latest video to find out more.

By Morgan Stanley In Portfolio Construction

• 17 Sep 2025

The bond market remains in a fragile equilibrium—caught between persistent growth concerns, as reflected in U.S. employment data, and stubborn inflation pressures. The Broad Markets Fixed Income te...

By Morgan Stanley In Equities, Macro, Fixed Income