The Micklos Group at Morgan Stanley

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Japan's economy is entering a new era — driven by governance reform, rising domestic investment, AI infrastructure, ener...
06/04/2026

Japan's economy is entering a new era — driven by governance reform, rising domestic investment, AI infrastructure, energy security, and a shift in capital allocation. The latest from the Morgan Stanley Institute explores why Japan is emerging as a core global investment destination and what makes this cycle different from past recoveries. Read more and subscribe to the newsletter for insights straight to your inbox: https://livesocial.seismic.com/a9EIH0

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Out...
06/04/2026

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets.

morganstanley.com

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the ...
06/02/2026

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks.

brightcove.net

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views...
05/27/2026

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last.

brightcove.net

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key dri...
05/20/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/aBAl_z

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the ...
05/18/2026

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience.

brightcove.net

05/14/2026

This fascinating video from Morgan Stanley Research shows how embodied AI is set to transform the global economy, from autonomous vehicles to humanoid robots. Reach out if you'd like to learn more.
https://livesocial.seismic.com/QrejQ

05/12/2026

In this Blueprint episode, StepStone Head of Strategy Michael McCabe shares how Morgan Stanley helped the asset management firm create a compelling investor narrative and distribute its products to Morgan Stanley clients. Explore the power of Morgan Stanley's holistic approach across capital raising, workplace solutions and wealth management. https://livesocial.seismic.com/6S3mq

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