Spencer Torgan, Financial Advisor at Morgan Stanley

09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

09/04/2026

Fixed income is no longer moving in lockstep.

That may be the most important shift for investors to understand right now.

Morgan Stanley Investment Management's mid-year outlook points to a market where growth, inflation, fiscal policy, AI adoption and trade dynamics are creating more uneven outcomes across regions and issuers.

In other words: dispersion is rising.

One takeaway that stands out: higher real yields may allow investors to earn meaningful income without reaching too far down the credit-quality spectrum. But with spreads tight and issuer fundamentals diverging, selectivity matters more than ever.

The opportunity may be less about chasing more yield and more about understanding where risk is actually being rewarded.

For investors thinking about fixed income in the second half of 2026, this is a timely read.

Click through for the full Morgan Stanley outlook.

morganstanley.com

09/04/2026

US equities staged a broad advance Thursday as recent Fedspeak yielded net dovish takeaways, spurring risk appetite. Read more in the 1% Move report.

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09/02/2026

Private markets may be entering a new phase, but the story isn't simply "recovery."

It's about breadth.

After a volatile first half of 2026, Morgan Stanley Investment Management sees a more constructive backdrop forming across private equity and private credit. One standout: private equity participated in less than 31% of deals through May, the lowest level in at least 10 years.

That gap matters because the next leg of activity may depend less on mega-deals and more on a broader pickup across small and mid-sized transactions.

At the same time, a new generation of private unicorns is staying private longer, shifting more value creation into the private and pre-IPO stages.

For investors tracking where opportunity may be developing next, this is a useful read.

Click through for the full Morgan Stanley outlook.

morganstanley.com

08/13/2026

Head of U.S. Public Policy Strategy Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver, alongside Senior Economist and Strategist in Morgan Stanley's Private Wealth Management Sarah Wolfe, examine the economics of the AI data center boom, the pushback and the policy implications.

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08/11/2026

The use of AI by borrowers is likely to fuel home refinancing activity, with impacts on the industry, markets and the broader economy.

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08/06/2026

Looking at clues from the past, our Global Head of Fixed Income Research Andrew Sheets examines how the recurring themes—from deregulation to volatility—are shaping markets and why every cycle still takes its own path.

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08/04/2026

US equities advanced Tuesday, as the prospect of a US-Iran peace deal, strong AI-related fundamentals, and technical factors, powered the S&P 500 to a new all-time high. Read more in the 1% Move report:

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08/04/2026

The U.S. midterms may shift the makeup of Congress, but Morgan Stanley Research expects little change to the policies that matter most for markets.

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08/03/2026

"US equities gained Monday as cooling US-Iran tensions, coupled with positive takeaways from the 2Q2026 earnings season, spurred risk-on sentiment. Read more in the 1% Move report."

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