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Counterpoint Global EDGE
EDGE: Embodied AI and the Rise of Humanoid Robots

EDGE: Embodied AI and the Rise of Humanoid Robots

Advances in artificial intelligence are accelerating the transition of humanoid robots from long-term ambition to early industrial deployment.


Webinar
Wrap Up – Counterpoint Global Annual Update

Wrap Up – Counterpoint Global Annual Update

Please join us for a conversation with Dennis Lynch, Head of Counterpoint Global. Dennis will reflect on market dynamics of 2025, discuss the outlook from here and review his top ideas.

Markteinblicke
Quantitative Easing Has Begun: Is It Enough to Meaningfully Lower Mortgage Rates?

Quantitative Easing Has Begun: Is It Enough to Meaningfully Lower Mortgage Rates?

For over a quarter century, a well-known investment mantra – “Don’t Fight the Fed” – has advised investors to align their strategies with the prevailing monetary policy of the U.S. Federal Reserve


Podcast
Structural Change Puts Money in Motion

Structural Change Puts Money in Motion

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


COUNTERPOINT GLOBAL INSIGHTS
AI's hidden winners: Seeking opportunity beyond the obvious

AI's hidden winners: Seeking opportunity beyond the obvious

As organizations navigate the rapidly evolving landscape of artificial intelligence (AI), recent research from Counterpoint Global highlights pivotal strategies for identifying long-term winners and maximizing profitability.

Märkte
The BEAT for Q1 2026

The BEAT for Q1 2026

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.

Asset Allocation
How a Strategic Allocation to Loans Can Shine in 2026

How a Strategic Allocation to Loans Can Shine in 2026

We enter 2026 with a constructive view on the liquid floating-rate loan market, thanks to a favorable combination of policy tailwinds and market dynamics.


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Morgan Stanley Investment Management ist ein kundenorientierter, auf die Bedürfnisse seiner Anleger zugeschnittener Asset Manager, der weltweit Lösungen im Bereich der Vermögensverwaltung anbietet. 

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