William R. Zeuner, Financial Advisor at Morgan Stanley

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William R. Zeuner, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of ne...
10/15/2026

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of near-term expectations for Fed policy. Read more in the 1% Move report:

morganstanley.com

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to...
10/13/2026

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...
10/09/2026

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...
10/08/2026

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...
10/07/2026

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

brightcove.net

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates cou...
10/06/2026

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates could cause some breakage along the way.

brightcove.net

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even f...
10/02/2026

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets.

morganstanley.com

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.
10/01/2026

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios.

brightcove.net

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes.
09/30/2026

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes.

brightcove.net

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields ...
09/29/2026

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields points to other causes: strong growth and surging debt issuance.

brightcove.net

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