Lewis Assaley

Financial Advisor at Morgan Stanley. For more information, please visit my website
NMLS# 1796896 .

[Lewis Assaley @LewAssaleyMS]

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report. https://t.co/svwlHE1lK0

[Lewis Assaley @LewAssaleyMS]

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency. https://t.co/ed7egpQLwZ

[Lewis Assaley @LewAssaleyMS]

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets. https://t.co/Vry99xJUYD

[Lewis Assaley @LewAssaleyMS]

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks. https://t.co/APj46byFne

[Lewis Assaley @LewAssaleyMS]

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns. https://t.co/AiMExRAqjE

[Lewis Assaley @LewAssaleyMS]

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation. https://t.co/EE1MSfxlis

[Lewis Assaley @LewAssaleyMS]

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://t.co/VFiI3FdjIp

[Lewis Assaley @LewAssaleyMS]

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last. https://t.co/1oHMLjAJRI

[Lewis Assaley @LewAssaleyMS]

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here: https://t.co/vtXPKx303b

[Lewis Assaley @LewAssaleyMS]

US equities gained Wednesday on renewed hope of an end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/vJFgERGfFN

[Lewis Assaley @LewAssaleyMS]

Corporate earnings surprises have boosted earnings forecasts as well as stock prices. But earnings power may be more fragile than it appears. https://t.co/NyrHEn06DH

[Lewis Assaley @LewAssaleyMS]

US equities fell Friday as oil-related inflationary pressures spurred a surge in global sovereign bond yields. Read more in the 1% Move report. https://t.co/Jz2wavPzBu

[Lewis Assaley @LewAssaleyMS]

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience. https://t.co/Rzve7qj7cu

[Lewis Assaley @LewAssaleyMS]

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes. https://t.co/YUAPQuhfSo

[Lewis Assaley @LewAssaleyMS]

US equities climbed to a new record high on Wednesday amid optimism surrounding a near-term end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/8CfTagZopm

[Lewis Assaley @LewAssaleyMS]

Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets. https://t.co/UO48IHIoUF

[Lewis Assaley @LewAssaleyMS]

As the US stock market has risen to new highs, many investors have dismissed several economic factors as transitory, including higher oil prices, without acknowledging the risk of longer-lasting effects. https://t.co/M8lSbtMG8I

[Lewis Assaley @LewAssaleyMS]

This fascinating video from Morgan Stanley Research shows how embodied AI is set to transform the global economy, from autonomous vehicles to humanoid robots. Reach out if you'd like to learn more.
https://t.co/lvALvuH7SN

[Lewis Assaley @LewAssaleyMS]

The S&P 500 surged to new highs Thursday as robust corporate earnings and solid US macro data reinforced confidence in the durability of AI-driven economic growth. Read more in the 1% Move report. https://t.co/tHeaeFsRFe

[Lewis Assaley @LewAssaleyMS]

Morgan Stanley's 2026 key investment themes show how AI growth, rising energy demand, geopolitics and demographic shifts are influencing global markets. https://t.co/ZYL75dmOjO