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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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26.10.26 - 17:24
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16 Milliarden US-Dollar Umsatz, 80 Milliarden Verlust: Wird das der Börsengang des Jahrzehnts? (Ariva)
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Anthropic wird an die Börse gehen. Der Umsatz explodiert, unter dem Strich steht aber ein Milliardenverlust. Goldgrube oder Blase? Anthropic öffnet seine Bücher. Der Entwickler des Chatbots Claude hat am Montag den Antrag für seinen Börsengang bei der amerikanischen Börsenaufsicht eingereicht. Die Aktie soll unter dem Kürzel ANT an der Nasdaq notieren. Goldman Sachs und Morgan Stanley führen ......
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26.10.26 - 16:15
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Anthropic′s S-1 Is Out: A $974 Million Operating Profit, An $800 Billion Compute Bill, And Elon Musk As Landlord (ZeroHedge)
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Anthropic's S-1 Is Out: A $974 Million Operating Profit, An $800 Billion Compute Bill, And Elon Musk As Landlord
After three leaks, two "updated drafts" and one closed-door investor day, the real thing is finally here.
At precisely 9:00:11am ET, Anthropic PBC publicly filed its S-1 with the SEC, applying to list its Class A shares on the Nasdaq Global Select Market under the ticker "ANT", with Goldman Sachs and Morgan Stanley leading a syndicate of no fewer than 22 banks. The price range and share count are, of course, still blank. So is something else, which we'll get to in a moment.
Regular readers know we have been all over this one: from the first leaked draft in late September (a $42 billion 2025 net loss and $518 billion in compute commitments), to the Q3 "adjusted" profit and run-rate math on Oct 14, to last Tuesday's WSJ-reviewed draft with its $80.7 billion half-year loss. On Oct 14 we said the public S-1 "will tell us what 'adjusted' means.&quo...
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