Morgan Stanley Investment Management

In today's ever-changing financial landscape, it's essential to grasp how investment portfolios adapt to a changing interest rates. Tune in to hear Bob Huang on InsuranceAUM.com's podcast with host Stewart Foley, CFA on how P&C and life insurers are navigating current market challenges: https://mgstn.ly/3LUdldR

What's in store for November's markets? In The BEAT, Jim Caron and his team explore the evolving economic landscape, including federal deficit trends, interest rate forecasts, and the potential of the current bull market. Learn more: https://mgstn.ly/4r9jp2g

In late cycle equity bull markets, liquidity sets the pace; Andrew Slimmon notes in his last TAKE. Explore why a Fed pause could slow euphoria, cool speculations and potentially prolong the bull market: https://mgstn.ly/4oqom4p

Our 1GT climate private equity strategy and Blume Equity co-led a $30 million Series B investment in Vyntelligence, a category-pioneering Agentic Video Intelligence Work Platform. Jake Van Koevering comments, “We’re thrilled to partner with visionary founders Kapil Singhal and Arti Khanna, who were early to recognize the potential of video- and AI-first intelligence to transform fieldworker productivity and drive meaningful efficiency savings. We look forward to supporting Vyntelligence’s international and vertical expansion by leveraging Morgan Stanley’s global reach.” Learn more: https://mgstn.ly/3LMws9I

Think tariffs can bring jobs home and secure supply chains? The reality is far more complicated. Read more in "Tariffs: Illusion Versus Reality" by Jitania Kandhari and Saumya Jain. https://mgstn.ly/3K8MZ7p

Gathering leading Morgan Stanley Investment Management professionals, host Benjamin Huneke sits down to discuss current markets and the future of finance – exploring the topics of artificial intelligence, longevity, risk management and more. View our 2025 episodes: https://mgstn.ly/4r4xqy5

In our latest Counterpoint Global insight, we explore how exceptional “builders” turn ownership into operating excellence and convert aligned incentives into long-term value creation. Hear from Manas Gautam, on the traits that define enduring companies: https://mgstn.ly/4nJF0LX

AI has been the most disruptive force in the market this year, but it’s also created a tug of war between bulls and bears. The bulls see AI boosting corporate profitability and accelerating the U.S. economy in the near term, while the bears argue these lofty expectations for AI cannot be met. The International Equity Team discusses in the latest Global Equity Observer: https://mgstn.ly/4oC5ss4

Morgan Stanley Real Estate Investing and GSA - Global Student Accommodation accelerate U.S. student housing expansion with acquisition of a $1 billion portfolio. “This student housing portfolio fully aligns with our strategy to acquire high-quality, resilient assets in prime locations. We are pleased to partner with GSA to strengthen our market position to capture the ongoing demand for student housing in some of the country’s top university markets,” states William Milam. Learn more: https://mgstn.ly/4o2CxfO

Three factors support higher asset valuations in 2026: lower inflation expectations, reasonable labor costs and higher capital expenditures. See how all three may drive higher productivity next year in November’s issue of The BEAT: https://mgstn.ly/498IF2e