The MRK Group at Morgan Stanley

06/01/2026

The biggest disruption in banking might not be a new product. It might be the "rails" underneath everything.

In Morgan Stanley's Thoughts on the Market, Betsy Graseck frames digital-asset rails as a 2030 story with near-term catalysts, including DTCC adding tokenized products in fall 2026 and Nasdaq/NYSE extending trading hours on December 6, 2026.

If you want the clearest explanation of what could change and when, it's worth the read/listen.

morganstanley.com

05/25/2026

Honoring and remembering the service members who made the ultimate sacrifice for our nation. Wishing everyone a meaningful Memorial Day as we reflect with gratitude and respect.

05/18/2026

AI capex is exploding, but the part that caught my attention is why it may not behave like a normal cycle.

In Morgan Stanley's latest Thoughts on the Market, Andrew Sheets frames AI infrastructure spend as unusually "inelastic" - even as costs rise - and points to a striking scale-up: roughly $800B in 2026, with estimates rising to ~$1.1T by 2027.

If that's right, the real question isn't "is spending big?", it's what keeps it big when conditions tighten.

morganstanley.com

05/11/2026

The market has been thinking about AI in linear terms.

Morgan Stanley's Tom Wigg and Stephen Byrd argue the next phase could be anything but linear, as breakthroughs accelerate and the "bull case" shifts from bigger models to better improvements.

The part that stuck with me: why the next leg may look very different from what investors have been pricing in so far.

If you want the full framework (and what could change next), click through and listen/read the episode.

morganstanley.com

05/10/2026

Today is a reminder that some of the most impactful leadership happens quietly—through consistency, care, and showing up day after day.

To all moms, stepmoms, grandmothers, and mother figures: thank you for the strength, grace, and dedication that keep families and communities moving forward.

Happy Mother's Day.

05/04/2026

AI is no longer "just" a tech story.

Morgan Stanley says stocks tied to four 2026 megatrends are up 7% year-to-date—and the real driver isn't any single theme…it's where they collide.

That intersection, AI-driven compute demand meeting energy constraints and geopolitics, may be quietly reshaping what market leadership looks like next.

If you're tracking where the next wave of winners could emerge, the full piece is worth your time.

morganstanley.com

04/27/2026

Retirement planning gets framed like a math problem.

But Morgan Stanley's research suggests it's more like a lifestyle problem and the "default" spending assumptions can miss the real pattern.
In their modeling (same starting portfolio, same stock/bond mix), two retiree "types" had 73% odds of funding their desired lifestyle… while another landed at 4%.

Same money. Wildly different outcome.

The gap wasn't just markets. It was when spending happens, and how that interacts with the "retirement spending smile."
If you want to see the six profiles (and what they reveal), click the full article.

morganstanley.com

04/09/2026

Congratulations to Tim Keegan for named to this year's Forbes rankings of Best-In-State Wealth Advisors. You continue to redefine our industry's standards for success and represent the best of our firm.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026

04/09/2026

I'm proud to share that I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. Thank you to my amazing clients who helped make this recognition possible. It's an honor to be recognized among this exceptional group of my colleagues.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026

04/01/2026

Wishing everyone a meaningful Passover and a Happy Easter and a restful long weekend. I'm grateful for the chance to pause, appreciate the people around us, and return re-energized. Hope everyone has a great day and weekend, wherever you're celebrating.