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Use The BEAT™ as your timely resource for the markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Markets may seem chaotic now, but we don’t see it that way. Our view is that we are witnessing a major structural change, one with a magnitude that might be observed once in 100 years. This type of structural change puts money in motion and provides an investment opportunity to get ahead of that money, not merely follow it.
In this video, we highlight five important themes, amongst others, that we see across the global investment landscape.
In The BEAT™ 2026 Outlook we highlighted key themes that we see across the global investment landscape. Watch the video to find out.
Use The BEAT™ as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Solutions and Multi-Asset Group CIO Rui de Figueiredo joins Ben to discuss how to think about asset allocation in 2025. See how AI, inflation and private-market products are making their way into investors' decisions.
With concern about tariffs easing, investors can focus in the second half of 2025 on growth, earnings and a potential boost in the U.S. from deregulation and passage of tax legislation.
Watch Ben and Brad Godfrey discuss how U.S. investors are looking for new ways to diversify globally and in which countries they are finding opportunities.
Deputy CIO, Solutions & Multi Asset Group, Head of Emerging Markets Equity macro research Jitania Kandhari joins Ben Huneke Head of Investment Management to discuss where to find investment opportunities outside the US. See which countries are sending tailwinds around the globe.
How can asset managers enhance the tax efficiency, personalization and flexibility of their portfolios? Ben Huneke, head of Morgan Stanley Investment Management, and Tom Lee, co-president and CIO of Parametric, discuss why Custom Active might be the right choice.
