This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.
Rapid repositioning in technology stocks has grabbed attention lately, but more subtle developments may have longer-term implications for investors, including higher real rates. https://t.co/AYcwuXE2cZ
When choosing a trustee, many families want both professional rigor and family insight. Learn how a corporate trustee, plus an individual or committee, can create balanced governance.
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Emerging markets are increasingly differentiated, making active country and sector selection more important for diversification and returns. https://t.co/3mGExuGylD
Over one week, investors gained clarity on the opening of the Strait of Hormuz, new leadership at the Fed and the impact of record-high issuance. Relief is understandable, but are the issues resolved? https://t.co/vrfVgIkKG1
Artificial intelligence and evolving market conditions continue to shape the opportunity set. Alternative investments may help diversify traditional portfolios and generate income, with potential to protect against inflation. Explore the themes: https://t.co/W1Q31Zd4Wh
Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potential implications for markets. https://t.co/jc1gev76SZ
AI infrastructure has driven a narrow rally, but sustainability risks are rising, reinforcing the need for investors to stay diversified and focus on quality. https://t.co/Qz6im9gJxm
The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions. https://t.co/gEXgH0d8Md
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/VoWAawdcBB
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/RSNzj4WGSA
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/0ca68NWU0E
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/aQksHW7ZWX
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/mbSY606ttz
Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://t.co/F0tfHYSP8Y
Security concerns are reshaping supply chainsβand markets. What could it mean for your portfolio? Our top thinkers share insight. https://t.co/e0xKQbzXT1
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/tjxm73TDVg
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/nLr2hw2wV6