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Morgan Stanley IM: Driving Change – Autonomous Vehicles Revisited

Morgan Stanley IM: Driving Change – Autonomous Vehicles Revisited

Counterpoint Global’s Disruptive Research revisits their 2017 paper on Autonomous Vehicles, highlighting key developments, challenges, and opportunities around trucking and robotaxis.

Morgan Stanley IM: 2025 Real Estate Outlook

Morgan Stanley IM: 2025 Real Estate Outlook

As the global macro-economic environment continues to improve, the case for real estate investing has become more compelling.

Morgan Stanley IM: The BEAT - Outlook for 2025

Morgan Stanley IM: The BEAT - Outlook for 2025

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

Morgan Stanley IM: Saudi's Inner Focus

Morgan Stanley IM: Saudi's Inner Focus

Eight years ago, Saudi Arabia initiated an ambitious plan to transform its economy and reshape its global identity by 2030. Amy Oldenburg, Head of Emerging Markets Equity, looks at the Kingdom’s progress to date.

Morgan Stanley IM: The BEAT - Outook for 2025

Morgan Stanley IM: The BEAT - Outook for 2025

The investment environment to start the new year is quite interesting. The Portfolio Solutions Group looks at five key themes going into 2025.

Multi Asset Fonds

Morgan Stanley IM: Will Trump 2.0 Be as Good for the Markets as Trump 1.0?

Morgan Stanley IM: Will Trump 2.0 Be as Good for the Markets as Trump 1.0?

Markets are bullish on Trump’s second term, hoping for tax cuts and better growth. We expect no net stimulus and a decent size hit from tariffs and immigration. This should be bullish for bonds as the Fed continues cutting, but could be a disappointment for frothy stocks.

Morgan Stanley IM: The BEAT for December – Key Themes and Top Ideas

Morgan Stanley IM: The BEAT for December – Key Themes and Top Ideas

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.