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28.10.26 - 12:48
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AI Capex in Mid-Cycle Boom, Says Morgan Stanley′s Shalett (Bloomberg)
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Lisa Shalett, CIO at Morgan Stanley Wealth Management, expects the narrative for growth in tech earnings “to continue to stick and hold.” She does, however, see bottlenecks shifting in artificial intelligence capex spending into areas that can cause real questions for investors. She speaks on “Bloomberg Surveillance.” (Source: Bloomberg)...
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27.10.26 - 15:31
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Asiatische Aktien: Chancen im Technologiebereich - und darüber hinaus (Aktiencheck)
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Frankfurt (www.aktiencheck.de) - Seit mehr als einem Jahrzehnt dominieren Titel aus den Vereinigten Staaten globale Aktienportfolios – und das zu Recht, so Steve Sun, Managing Director aus dem Emerging Markets Equity Team von Morgan Stanley Investment Management.
US-amerikanische Unternehmen hätten im Technologiebereich die Führung übernommen, außergewöhnlich starke Gewinne erzielt und ihren Aktionären hohe Renditen beschert. [mehr]...
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27.10.26 - 14:03
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Morgan Stanley Family Office Launches Initiative to Help Families Navigate Complexity, Change and Generational Transitions (Business Wire)
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Publication provides a practical framework for maintaining alignment across purpose, governance, investment strategy, operations, risk and family support.
Disciplined approach helps families strengthen resilience, continuity and long-term effectiveness.
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Family Office today released The Adaptive Family Office: A Framework for Alignment Amid Change, a new paper designed to help ultra-high net worth families and family office executives navigate change by breaking down silos and working together more cohesively.
The paper comes as family offices manage an increasingly interconnected set of demands, from governance and succession to technology, cybersecurity, investment complexity and family decision-making. As family offices become more sophisticated, the challenge is no longer simply adding capabilities as needs grow; it is ensuring that decisions across the organization remain connected. The Morgan Stanley Family Office Strategic Framework is designed to help famil...
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27.10.26 - 14:00
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„Bei Emerging Markets stehen wir erst am Anfang der Umschichtung“ (Fundresearch)
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Schwellenländeraktien haben kräftig zugelegt. Doch Steve Sun, Senior Client Portfolio Specialist im Emerging Markets Equity Team von Morgan Stanley Investment Management, sieht noch weiteres Potenzial. Im Interview erklärt er, warum Indien nach wie vor von strukturellem Rückenwind profitiert, Polen weiterhin überrascht und KI weit mehr ist als eine Wette auf Halbleiter....
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27.10.26 - 07:00
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China stock sell-off could erase another 15% in value, Morgan Stanley says (SCMP)
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Weakness in Chinese stocks may persist, with a quick rebound unlikely after a key benchmark slid into bear territory last week, according to global investment banks including Morgan Stanley.
China's onshore and offshore stocks could decline by an additional 10 to 15 per cent before bottoming out, based on valuations during several troughs since 2008, according to Morgan Stanley. Meanwhile, UBS Group said sentiment would not recover soon even though the further downside room was limited.
Chinese......
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