Historically, periods of quality underperformance have been followed by a meaningful relative resurgence in quality stocks, which contributes to our view that quality offers one of the greatest opportunities in markets today.

Past technology cycles were demand-led and largely consumer-driven. Amay Hattangadi and Samson Hung explain how AI should be viewed as infrastructure, embedding itself directly into the economy in a manner closer to electricity than consumer hardware.

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

The quarter ahead and top asset allocation ideas from our investment specialists moderated by Kiran Inamdar, Head of International Consultant Relations, MSIM.