The Westchester Group at Morgan Stanley

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What could the 2026 midterms mean for markets? Our strategists outline themes investors may watch as policy uncertainty ...
08/18/2026

What could the 2026 midterms mean for markets? Our strategists outline themes investors may watch as policy uncertainty rises.

morganstanley.com

Regulatory progress, AI advances and lower costs are accelerating the scale of the robotaxi industry.
08/17/2026

Regulatory progress, AI advances and lower costs are accelerating the scale of the robotaxi industry.

morganstanley.com

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role.
08/13/2026

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role.

brightcove.net

Long-term care planning isn't just about costs. It's about protecting your finances, your family and the legacy you want...
08/06/2026

Long-term care planning isn't just about costs. It's about protecting your finances, your family and the legacy you want to leave.

morganstanley.com

Are Big Tech rotations in the stock market reshaping your portfolio? Here are a few themes to watch.
07/29/2026

Are Big Tech rotations in the stock market reshaping your portfolio? Here are a few themes to watch.

morganstanley.com

Growth softens in the second half of 2026, hurt by higher energy prices, but recovers in 2027 in a baseline outlook that...
06/05/2026

Growth softens in the second half of 2026, hurt by higher energy prices, but recovers in 2027 in a baseline outlook that includes a resolution of the oil supply shock.

morganstanley.com

Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit...
04/17/2026

Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit concerns and the oil price spike. Find out how to navigate through the volatile backdrop in On The Markets.

morganstanley.com

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more mone...
04/16/2026

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings: https://livesocial.seismic.com/aEvra5

Happy Halloween! I hope you have a spooky day!
10/31/2025

Happy Halloween! I hope you have a spooky day!

08/19/2025

I want to highlight a recent achievement of my partner, Joanna Rrezja. Joanna recently passed her CFP exam, earning herself the Certified Financial Planner designation! The team and I are very proud of Joanna for this achievement, and we look forward to all the success that this new credential will have on her career.

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