Michael Buise

10/16/2026

Most investors get that AI is changing software. But what happens when AI starts interacting with the physical world?

Morgan Stanley Research estimates AI robotics could become a $25 trillion annual revenue opportunity by 2050.

That's the focus of The Robot Almanac, a multi-part video series exploring the technologies, adoption trends, and opportunities shaping the next phase of AI growth.

Follow along as our Chief Robot Strategist, Adam Jonas, examines where this shift may be headed and what investors should be watching.
https://livesocial.seismic.com/QjlaR

10/13/2026

What's driving the continued squeeze on the middle class? From rising essential costs to the rapid development of AI, several forces are reshaping consumer balance sheets and the outlook for financial security.

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/k-shaped-economy-widening-heather-berger-sarah-wolfe

10/08/2026

As investors look toward the U.S. midterm elections, the biggest question is what could change. Our Head of U.S. Public Policy Research Ariana Salvatore outlines the signals worth watching.

morganstanley.com

10/05/2026

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets.

morganstanley.com

10/01/2026

Central banks are turning more hawkish as inflation risks increase. Our Global Chief Economist and Head of Macro Research Seth Carpenter explains what that means for the Fed, ECB and Bank of Japan.

morganstanley.com

09/28/2026

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/fMnsHO

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.

09/23/2026

Biotech is moving at a pace few would have predicted a decade ago. New innovations include treatments for Alzheimer's, in-vivo gene editing, AI-enabled drug discovery: emerging technologies could reshape biotechnology productivity, treatment options and investment opportunities.

https://www.morganstanley.com/insights/articles/biotech-industry-trends-reshaping-healthcare-market