Dane W. Block, CIMA

Sr Vice President, Sr Portfolio Management Director, Sr Investment Management Consultant at Morgan Stanley. For information visit my website. NMLS# 1268365

[Dane W. Block, CIMA @danewblockMS]

I am a Certified Investment Management Analyst® (CIMA®) professional. The CIMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge.

[Dane W. Block, CIMA @danewblockMS]

US equities rebounded Thursday after President Trump signaled an imminent end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/a8Wz1qTeOC

[Dane W. Block, CIMA @danewblockMS]

US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran. Read more in the 1% Move report. https://t.co/ru1Y2lqYo7

[Dane W. Block, CIMA @danewblockMS]

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/eumZMvKqKY

[Dane W. Block, CIMA @danewblockMS]

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/TNQDVGRZKy

[Dane W. Block, CIMA @danewblockMS]

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/vriFkddKpv

[Dane W. Block, CIMA @danewblockMS]

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/EmmFxn4uz5

[Dane W. Block, CIMA @danewblockMS]

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/hh0gJ47bHm

[Dane W. Block, CIMA @danewblockMS]

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/lOnwQG6uFo

[Dane W. Block, CIMA @danewblockMS]

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/EVcY5QO24g

[Dane W. Block, CIMA @danewblockMS]

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/Ugj19GYHf3

[Dane W. Block, CIMA @danewblockMS]

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://t.co/0fsJYwXJIy

[Dane W. Block, CIMA @danewblockMS]

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/tlmf6KigDy

[Dane W. Block, CIMA @danewblockMS]

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/O5sJe8QAAp

[Dane W. Block, CIMA @danewblockMS]

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/ZrcqiVUgKe

[Dane W. Block, CIMA @danewblockMS]

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/rfD9bvUUCY

[Dane W. Block, CIMA @danewblockMS]

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/RsvCDzstHk

[Dane W. Block, CIMA @danewblockMS]

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

[Dane W. Block, CIMA @danewblockMS]

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

[Dane W. Block, CIMA @danewblockMS]

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/kPW0gwuY6G

[Dane W. Block, CIMA @danewblockMS]

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/9oIC9nn9Sg