The Lakeland Group at Morgan Stanley

08/07/2026

Following recent drops in AI infrastructure stocks, Morgan Stanley Research revisits key debates and suggests ways for investors to play the dip.

morganstanley.com

08/03/2026

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility.

morganstanley.com

07/30/2026

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he thinks the bull market has entered a new phase, with more focus on quality.

morganstanley.com

07/09/2026

The power grids, data centers and transportation networks behind the modern economy require considerable investment. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales & Distribution, sits down with Connor Teskey, Chief Executive Officer of Brookfield Asset Management, to discuss what's driving infrastructure's expansion and how the opportunity set continues to evolve.

morganstanley.com

07/04/2026

Happy 4th of July from The Lakeland Group.

As we celebrate Independence Day, we're also looking ahead to a historic milestone: America's 250th birthday. It's a meaningful reminder of the ideals that have shaped our nation—and the communities, families, and futures we continue to build together.

Wishing you a safe, joyful holiday weekend with those who matter most.

—The Lakeland Group

06/21/2026

Happy Father's Day from all of us at The Lakeland Group!

We're proud to celebrate the dads on our team and the father figures who inspire us. Enjoy your day!

06/19/2026

When it comes to saving vs. investing, the question isn't how much you have, it's when you need it.

There's a simple rule that can help you determine that: the 5-7 year rule. If the money is needed within 5–7 years, it's commonly kept in savings/cash equivalents. If it likely won't be needed for 7+ years, investing is often considered. (This is frequently framed around the idea that a typical market cycle runs about 5–7 years, so time horizon tends to drive the approach.)

Saving:
For saving, your money may not earn the highest potential yield. In fact, if your savings interest rate doesn't keep up with the average cost of living, you lose some of your money's buying power over time.

Investing:
For investing, your investments may climb in value when financial markets are doing well, the economy is improving, or a company's profits are growing. However, investments can also lose money when the market declines or a company's performance slumps. It's possible to choose low-risk investments. However, they usually earn less over time. https://livesocial.seismic.com/aGC2q4

05/25/2026

Remembering and honoring those who gave their lives in service. Memorial Day is a day of gratitude, reflection, and remembrance.

05/10/2026

Happy Mother's Day to all the mothers and mother figures who make a lasting impact through love, strength, and steady support. Wishing you a day filled with appreciation and time with those who matter most.

05/07/2026

Through the Morgan Stanley Alliance for Children's Mental Health, Morgan Stanley and Sesame Workshop are delivering free resources for parents and caregivers that help young children build emotional well-being.

morganstanley.com