Jed Finn, Head of Wealth Management at Morgan Stanley, will speak at the UBS Financial Services Conference on February 10, ...

Learn why Morgan Stanley was ranked the #1 U.S. OCIO provider, with multiple category honors in the Chestnut Institute’s 2025 ...

Steep Muni Yield Curve Highlights Potential Gains in 2026. The story of the municipal bond market for 2025 was a tale of two distinctly different halves, especially for the long end of the yield curve ...

The following views and perspectives are formed by the work of the Applied Equity Team in managing assets for investors.

Increasing active risk while minimizing market beta Diversifying by strategy and region as much as possible to capture unique alphas Innovating on implementation structures to retain the highest level ...

The upcoming real estate cycle may be durable given expectations of muted supply Our current strategy calls for prioritizing cash-flow growth over cap rate compression We are investing in sectors and ...

Investor demand remains stable across individual and institutional channels. Private credit can do well in a shallow rate cut environment that spurs a credit quality recovery. A “higher for longer” ...

A more benign operating environment has commenced after several challenging years. A strong M&A recovery is also under way, which is self-reinforcing to PE fundamentals. PE-backed companies are ...