Kevin R. Bell - Wealth Management - Morgan Stanley

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets.

On the Markets: Broadening? morganstanley.com

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks.

Curveballs and Squeeze Plays brightcove.net

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns.

Digging into Direct Lending's Headwinds and Tailwinds brightcove.net

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation.

The Surprising Ownership Model Beating the S&P 500 brightcove.net

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://livesocial.seismic.com/adeQH1

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last.

Supply and/or Demand brightcove.net

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

GIC Monthly Perspectives: May 2026 (Webcast) brightcove.net

Corporate earnings surprises have boosted earnings forecasts as well as stock prices. But earnings power may be more fragile than it appears.

Surprise, Surprise, Surprise brightcove.net

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience.

The Resource Crunch Reshaping Global Power brightcove.net

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes.

Expanding the Toolkit: Alternatives in Defined Contribution Plans brightcove.net