The Smith Group at Morgan Stanley

06/23/2026

Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh's first Fed meeting, explaining why the new chair's credibility may require letting markets experience some short-term pain.

morganstanley.com

06/21/2026

Happy Father's Day to all the incredible fathers and father figures out there!

06/17/2026

The World Cup kickoff always feels like a reset, with new matchups, new momentum, and plenty of surprises. I hope you enjoy watching your teams and sharing the experience with the people around you.

06/09/2026

The conclusion of our two-part episode from Morgan Stanley and MUFG's Japan Summit looks at structural shifts in Japan's economy and Prime Minister Sanae Takaichi's strategic growth agenda.

morganstanley.com

06/02/2026

Be flexible about dates and creative about destinations to find the best value in spur-of-the-moment vacation planning.

morganstanley.com

05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/aZ3dip

05/25/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

05/19/2026

AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance.

morganstanley.com

05/12/2026

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes.

brightcove.net

05/06/2026

Our Global Chief Economist and Head of Macro Research Seth Carpenter discusses whether the economy can adapt fast enough to turn AI into a productivity boom rather than a labor market shock.

morganstanley.com