Michael Buise

06/19/2026

The Case for Staying Bullish on Equities:

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI's impact remain stronger than many investors appreciate.

Listen to our team's insights:

morganstanley.com

06/16/2026

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

06/11/2026

Initial public offerings can offer early access to newer companies, a chance to buy at the offering price and added diversification if the company is different from what you already own.

You can invest by requesting shares at the offering price through an eligible brokerage program or by buying after trading starts, but the market price may be very different from the offering price.

https://www.morganstanley.com/insights/articles/understanding-ipos

06/08/2026

When stocks, bonds, and oil moves together.

When headlines push stocks, bonds, and even oil in the same direction, it can feel like there's only one trade. But dispersion inside the equity market can tell a very different story.

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/market-correlation-stock-dispersion-andrew-sheets

06/04/2026

Resilience is becoming an economic priority—not just efficiency. As supply chains and infrastructure get rewired for reliability, the investment map can change in meaningful ways.

https://www.morganstanley.com/insights/articles/investing-in-the-resilience-boom

06/02/2026

As IPOs gain momentum in 2026, larger and later stage companies are coming to market across sectors. Financial sponsors, retail investors and multiple capital-raising channels are shaping this year's equity issuance landscape.

https://www.morganstanley.com/insights/articles/ipo-market-scale-breadth-2026

05/29/2026

Happy 529 Day!

Have you ever worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college.

https://www.morganstanley.com/ideas/529-plan-benefits-you-may-not-know?ET_MID=noloc&ET_MID=nomsai&gv6=2ffd3566-7cac-4e12-aed0-57f440cb3341

#529

05/22/2026

Oil, AI, & the consumer.

Oil has been in the spotlight, affecting the consumer through inflated gas prices and AI due to energy price increases.

How will these 3 factors play together through the rest of 2026?

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/mid-year-global-economic-outlook-seth-carpenter

05/13/2026

The closure of the Strait of Hormuz has caused historical disruptions in supply chains. Despite this, markets have rebounded to record highs.

But the question on many investors' minds: How long can markets ignore the oil supply shock?

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/energy-crunch-outlook-andrew-sheets-martijn-rats

05/01/2026

Kevin Warsh, President's Trump's nominee for the next Fed Chair, testified in front of the Senate earlier this week. Our Global Head of Fixed Income Research Andrew Sheets presents key takeaways from the two-and-half-hour testimony.

Listen to our podcast here: https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/kevin-warsh-senate-testimony-key-takeaways-andrew-sheets