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

Morgan Stanley to Acquire Leading Private Shares Platform EquityZen ...

Morgan Stanley Schedules 2026 Quarterly Investor Conference Calls ...

The goal of this report is to discern the proper amount of cash a company should hold, which takes us into key topics around capital allocation and capital structure. Cash is at the same time a ...

Health care stocks have underperformed the broader market in 2025, amid pressures from policy uncertainty and company-specific challenges. While traditionally viewed as a resilient and defensive ...

Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. From volatility and geopolitics to economic trends and investment outlooks, stay informed ...

From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Whether it’s hardware, software or age-old businesses, ...

Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. We help people, businesses and institutions build, preserve and manage wealth so they can ...

Our investigation of price declines from peak to trough, or drawdowns, for stocks and mutual funds yields some provocative and surprising results. We examine overall base rates, point out the ...

From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Whether it’s hardware, software or age-old businesses, ...

Majority of investors globally (88%) show interest in sustainable investing, including nearly all surveyed Gen Z (99%) and Millennial (97%) investors For the 59% of investors who plan to increase ...

From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.