The Sapient Wealth Management Group at Morgan Stanley

09/07/2026

This Labor Day, we celebrate the people whose work strengthens our communities every day. Wishing you a restful holiday and continued success in the months ahead.

09/04/2026

US equities staged a broad advance Thursday as recent Fedspeak yielded net dovish takeaways, spurring risk appetite. Read more in the 1% Move report.

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09/03/2026

While rising AI capex has weighed on internet and hyperscaler stocks, return on investment looks promising. Find out more in On the Markets.

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08/23/2026

The infrastructure that powers the modern economy – now including the energy, networks and data centers behind AI – is drawing more private capital and investor attention.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Connor Teskey, Chief Executive Officer of Brookfield Asset Management, on what's driving infrastructure's expansion and its role in long-term portfolios.

For more insights:
https://livesocial.seismic.com/hycS8

08/11/2026

Mike Wilson, our CIO and Chief U.S. Equity Strategist, discusses why he believes the bull market is moving into a new phase—one that favors quality.

Listen Here: https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/stock-market-rotation-mid-cycle-quality-investing-ai-adoption-mike-wilson

08/06/2026

The robotaxi market is gaining global momentum, with the U.S. and China at the forefront. Other regions, including Europe, the Middle East, and Southeast Asia, may contribute more meaningfully over time, but growth could be moderated by regulatory, safety, and funding challenges.

Read More: https://www.morganstanley.com/insights/articles/robotaxis-1-trillion-dollar-investor-opportunity

08/04/2026

US equities advanced Tuesday, as the prospect of a US-Iran peace deal, strong AI-related fundamentals, and technical factors, powered the S&P 500 to a new all-time high. Read more in the 1% Move report:

morganstanley.com

08/03/2026

"US equities gained Monday as cooling US-Iran tensions, coupled with positive takeaways from the 2Q2026 earnings season, spurred risk-on sentiment. Read more in the 1% Move report."

morganstanley.com

08/03/2026

As investors consider sources of income in today's market environment, some are taking a closer look at commercial real estate strategies built around long-term leases and contractual rent streams.

Watch the latest episode of The Alts Report to learn more about triple net lease investing and where the strategy may fit within a diversified portfolio.

The conversation features Brian Holzer, Head of Alternative Investments Distribution, and Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley Investment Management.

Watch the full video: https://livesocial.seismic.com/sT5pB

07/30/2026

US equities advanced Thursday, as the "AI trade" rebounded and equal-weight underperformed for the first time in seven days. Read more in the 1% Move report:

morganstanley.com