Robin Sherwood-Barrie, Wealth Advisor at Morgan Stanley

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Robin Sherwood-Barrie, Wealth Advisor at Morgan Stanley Harnessing Morgan Stanley's global resources and intellectual capital, we can help to create a financial strategy that works for you and your family.

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Despite the dramatic swings lately, the US equity market has just made a round trip back to early August levels. So, whe...
11/03/2026

Despite the dramatic swings lately, the US equity market has just made a round trip back to early August levels. So, where does that leave us? The big picture still seems good for equities.

brightcove.net

Structural capital gaps in housing, energy infrastructure, and business succession are creating investable pathways to l...
11/02/2026

Structural capital gaps in housing, energy infrastructure, and business succession are creating investable pathways to long-term growth.

brightcove.net

The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? S...
10/28/2026

The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? Sarah Wolfe, Senior Economist at Morgan Stanley Wealth Management, explains.

brightcove.net

Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy...
10/26/2026

Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy. But looking ahead, how secure are household balance sheets?

brightcove.net

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering ...
10/21/2026

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care.

brightcove.net

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may b...
10/19/2026

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may be that winners and losers are starting to emerge.

brightcove.net

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to...
10/14/2026

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to predict. Investors should watch for surprises and prepare for tactical repositioning.

brightcove.net

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
10/12/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposu...
10/10/2026

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposures around an investor's circumstances.

brightcove.net

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentra...
10/08/2026

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentration.

brightcove.net

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4309 Hacienda Drive, Suite 200
Pleasanton, CA
94588

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+19257303877

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