Anna Pavluk, Financial Advisor at Morgan Stanley

09/03/2026

After an eventful first half of the year, the outlook for private equity and private credit is driven by strong fundamentals and investors' focus on quality assets.

morganstanley.com

09/01/2026

As government debt levels continue to rise around the world, investors are asking whether higher borrowing will weigh on economic growth or simply change how capital is allocated across markets.

morganstanley.com

08/27/2026

Rising earnings expectations support a constructive outlook for equities through the end of 2026, despite ongoing market risks.

morganstanley.com

08/25/2026

Rising earnings expectations support a constructive outlook for equities through the end of 2026, despite ongoing market risks.

morganstanley.com

08/21/2026

The use of AI by borrowers is likely to fuel home refinancing activity, with impacts on the industry, markets and the broader economy.

morganstanley.com

08/20/2026

Our market signals for stocks, bonds and alternatives in the second half of 2026 indicate growth, inflation and interest rates should settle at higher levels.

morganstanley.com

08/19/2026

The potential path to a durable U.S.–Iran agreement has twists and obstacles ahead. Our Head of U.S. Public Policy Research Ariana Salvatore discusses current negotiations and the impact of recent developments for investors.

morganstanley.com

08/18/2026

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses a new market cycle, in which investors are demanding more than just growth from companies.

morganstanley.com

08/13/2026

From short-term interest rates to long-term bond yields, the Fed's credibility is being tested. Global Head of Fixed Income Research Andrew Sheets discussed inflation, Federal Reserve Chair Kevin Warsh's outlook, and the options ahead.

08/11/2026

As AI adoption matures, value may shift from infrastructure winners to integration leaders with ex*****on capacity.

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