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/qPVRxvVLFV
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/LyDn4JhaPx
Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://t.co/UBxeQvCbOP
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/ynsYJEJlsL
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/tDJo9KUI0a
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/HOsor3CbgL
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/SBcppmOwlq
This inaugural edition of Geo Policy Pulse explores how the 2026 global elections and a shifting multipolar world are shaping policy, risks, and investment opportunities. https://t.co/GaNq94jdOZ
Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "look through" the Iran war, corporate earnings cannot. https://t.co/cv8Rzke3x9
Have markets declared "all clear" too soon? While the immediate effects may fade, the Iran war has solidified long-term trends that could weigh on markets going forward. https://t.co/gTYsvl7GJj
The annual update of the GIC Capital Market Assumptions reflects a shift to a higher-rate, more volatile era where diversification and selectivity are key to returns. https://t.co/5BDT3LbAcU
Traditional "safe haven" assets have recently failed to provide much diversification when stocks were volatile. How can investors hedge equity risk going forward? https://t.co/CLHPqovqiN
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/sFIuVVGK9U
Hanging on headlines is tempting as the Iran war continues. But many investors are overlooking cracks in the case for broader corporate earnings growth. https://t.co/Dv1T8RuZw1
The markets are shifting from shrugging off the oil price spike to assessing the intermediate-term economic effects of the Iran war. This reemergence of macro concerns has important investment implications. https://t.co/XtfP2IpTG8
Investors have been buffeted by anxieties this year. But we think one of them -- the pain in private credit -- may be near its peak. https://t.co/2juTlsQ97B
When markets drop and emotions rise, a clear financial plan can help turn volatility into a strategic window by using disciplined moves to stay aligned with your long-term goals. https://t.co/XYGrdysxZr
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/TTU4AJaOO2
Many couples share a life before they share a financial plan. Hear how to reduce risk around money, property, and decision making before a crisis forces the rules. https://t.co/KfLPRiWATt
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/0Adafyw72N