The Alexandria Group at Morgan Stanley

09/09/2026

What happens when paper wealth becomes real?

On this episode of Invested at Work, host Rodney Bolden sits down with EquityZen co-founder & CEO Atish Davda to talk employee liquidity, retention, and why thinking like an owner changes everything.

Listen now: https://www.morganstanley.com/atwork/podcasts/employee-liquidity-atish-davda-invested-at-work

09/07/2026

Happy Labor Day! Today's a great reminder that the work we put in, big or small, adds up over time.

Wishing you and your family a relaxing long weekend.

09/04/2026

Building AI in more places means building more of it.

Morgan Stanley Research on why "AI sovereignty" could be less effective and more capital-intensive.

morganstanley.com

09/02/2026

Ever heard of being "401(k) rich, cash poor"?

It can describe someone who prioritizes retirement contributions but has limited savings available for near-term or unexpected expenses.

While building retirement assets is important, accessing those funds before retirement may result in taxes and penalties, depending on individual circumstances and applicable plan rules.

Not sure where you stand on the retirement vs cash balance? Let's connect.

Source: https://www.kiplinger.com/retirement/retirement-planning/the-401-k-rich-and-cash-poor-retirement-trap

08/31/2026

When headlines get louder, the framework matters more.

A recent Morgan Stanley Thoughts on the Market episode looks at U.S.–Iran tensions through energy security, negotiations, and key signposts investors may want to monitor.

Website: https://advisor.morganstanley.com/eric.v.goodson

morganstanley.com

08/28/2026

Why do the market and the economy feel so disconnected right now?

Real GDP grew ~1.5% last quarter. S&P 500 sales grew 17%.

That gap has a name: AI capex. When a handful of mega caps drive the numbers, the index stops describing the economy most people live in.

Source:https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/eedfac6e-a36d-423d-afee-711a14817c46.pdf

Website: https://advisor.morganstanley.com/eric.v.goodson

08/24/2026

Markets can feel easier to understand when the conversation moves beyond the headline.

This outlook is a reminder that earnings, interest rates, and global market trends can all shape the bigger picture for investors.

Website: https://advisor.morganstanley.com/eric.v.goodson

morganstanley.com

07/23/2026

Every great firm has a story of almost not making it. EQT Group Chair Jean Eric Salata built one of the world's largest private market firms, but along the way, he watched his first backer, Barings Bank collapse, and later nearly walked away from an entire market after years of losses.

His takeaway: The setback isn't the story – the comeback is.

Watch the full video: https://www.morganstanley.com/insights/videos/hard-lessons/eqt-group-chair-jean-eric-salata-mo-assomull

07/21/2026

Going public used to be the natural next step for growing companies. These days, more are choosing to stay private longer, which mean employees can end up holding equity for years before they ever see it turn into cash.

That's where tender offers come in: a way for companies to let employees sell some of their vested shares while staying private, giving people a chance to benefit from the value they helped build.

If you're sitting on private company equity and wondering what your options look like, that's exactly the kind of conversation worth having before a liquidity event shows up.

Curious how tender offers fit into your equity strategy? Let's talk.

Visit my website: https://advisor.morganstanley.com/eric.v.goodson

Source: https://www.morganstanley.com/atwork/articles/companies-staying-private-tender-offers

07/16/2026

Watching four astronauts return from the Artemis II mission around the Moon this year, I found myself thinking less about the mission itself and more about everything that had to go right just to get them home. Every valve, every material, every chip built to survive conditions most engineering never has to face.

That's the part of this space moment I keep coming back to, the sector is currently attracting significant investor interest, but the opportunity isn't just "space stocks." It stretches across raw materials, specialty alloys, propulsion, semiconductors, and satellite services and the unglamorous layers that make the exciting part possible.

If this kind of theme is one you like digging into, I'd be happy to discuss how it might potentially fit in with a broader portfolio.

Website: https://advisor.morganstanley.com/eric.v.goodson

Source: https://www.morganstanley.com/insights/articles/space-economy-7-stock-investment-sectors-2026