The Micklos Group at Morgan Stanley

10/15/2026

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to predict. Investors should watch for surprises and prepare for tactical repositioning.

brightcove.net

10/13/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

10/08/2026

A concentrated stock position can happen for many reasons: building a company, inheriting shares or making a successful investment. But when one stock becomes a large part of your portfolio, it may also increase your overall risk. Watch this 30-second video to learn more and reach out if you'd like to discuss strategies designed around your goals. https://livesocial.seismic.com/DWP0U

10/06/2026

Cash management is an often-overlooked part of a broader financial plan. From paying bills and transferring money to accessing cash, everyday financial needs can be just as important to consider as long-term investing.

Morgan Stanley CashPlus brings a range of everyday cash management features together alongside an investment account.

morganstanley.com

10/02/2026

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Cybersecurity and Digital Wealth Protection," taking place on Monday, October 5. This timely discussion will explore practical cybersecurity strategies and responsible digital habits that can help protect your online identity, financial accounts, and personal data. Whether you're managing your own wealth or helping guide the next generation, you'll leave with actionable insights to strengthen your digital security. https://livesocial.seismic.com/aCs8Cg

09/30/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/ami0Sr

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

09/28/2026

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields points to other causes: strong growth and surging debt issuance.

brightcove.net

09/25/2026

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.
https://livesocial.seismic.com/acGZg0

09/22/2026

US equities climbed Monday as signs of US-Iran diplomacy helped to ease oil prices, in turn curbing inflationary concerns. Read more in the 1% Move report.

morganstanley.com

09/17/2026

One Federal Reserve rate is hitting households, housing, and small businesses unevenly, reshaping growth and market signals.

brightcove.net