Rebalancing Portfolios as Risk Premiums Drop
Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation.Read more insights from ...
22 Dec 20255min
How Will Credit Markets Fare in 2026?
To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflat...
19 Dec 20258min
How to Navigate a High Inflation Regime
Our Head of Corporate Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett unpack what’s fueling persistent U.S. inflation and how investors could adju...
18 Dec 202511min
U.S. Policy Breaks Past Peak Uncertainty
Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could influence markets 2026.Read more insights from Mo...
17 Dec 202510min
Where Investors Agree—or Don’t—With Our 2026 Outlook
Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley’s 2026 global outlooks.Read more insights from Morgan Stanley.----- Transcript -----V...
16 Dec 20255min
Why Market Stability Matters to the Fed
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the significance of the Fed’s decision to resume buying $40 billion of Treasury bills monthly. Read more insights from Morgan Stanley.---...
15 Dec 20254min
Is the Credit Cycle Overheating?
Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out.Read more insights from Morgan Stanley.----- Transcript -----Andr...
12 Dec 20255min
Fed’s Next Steps and Markets’ Reactions
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its target and the labor market continues cooling.Read more ...
11 Dec 202512min
