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Morgan Stanley IM: April Showers Bring May… Rallies?

Morgan Stanley IM: April Showers Bring May… Rallies?

Despite ongoing trade policy uncertainty, the economy has shown resilience. The Broad Markets Fixed Income team explores how this dynamic affected bonds over the last month, and how it could impact future markets.

Morgan Stanley IM: In Volatile Times, Stick with the Process!

Morgan Stanley IM: In Volatile Times, Stick with the Process!

The Value team has long believed that all investors are subject to behavioral biases. In view of market volatility, the team used a portfolio exercise designed to temper behavioral bias toward loss aversion to bolster their buy-and-sell decisions.

Morgan Stanley IM: EV Growth Accelerating in Emerging Markets

Morgan Stanley IM: EV Growth Accelerating in Emerging Markets

Given protectionism and tariffs, the short-term outlook for electric vehicles may seem uncertain, yet China and South Korea are quietly accelerating in emerging markets and beyond. Amy Oldenburg explains.

Morgan Stanley IM: The BEAT Monthly Video - June 2025

Morgan Stanley IM: The BEAT Monthly Video - June 2025

In The BEAT for June we highlighted three important themes, amongst others, that we see across the global investment landscape.

Morgan Stanley IM: The BEAT for June 2025

Morgan Stanley IM: The BEAT for June 2025

Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

Morgan Stanley IM: The BEAT for June – Our Monthly Asset Allocation Outlook

Morgan Stanley IM: The BEAT for June – Our Monthly Asset Allocation Outlook

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Morgan Stanley IM: The BEAT for May – Our Monthly Asset Allocation Outlook

Morgan Stanley IM: The BEAT for May – Our Monthly Asset Allocation Outlook

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.