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 ...

As many are aware, the U.S. stock market has been extremely concentrated in recent years. After a slight pullback in Q1 2025, market concentration returned in Q2 2025. By the end of June, just five ...

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 ...

What is a 409A Valuation? Public companies are valued by the price their stock trades at in the market, but private companies need a valuation to determine the fair market value (FMV) of their equity.

Counterpoint Global, one of our Active Fundamental Equity teams, seeks to make long-term investments in unique companies whose market value can increase significantly for underlying fundamental ...

Kendal Cehanowicz, Portfolio Manager, Morgan Stanley Global Liquidity, discusses the latest messaging from the Federal Reserve about monetary policy and the implications for short-term investors. The ...

Past performance is not a guarantee of future performance. The value of the investments and the income from them can go down as well as up and an investor may not get back the amount invested. There ...

A restricted stock unit is an award that converts into shares of company stock for the holder on a specified event or date. Once certain criteria are met, like tenure with the company, the award vests ...

Dennis Lynch is Head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 31 years of investment experience. Prior to joining the firm, he worked as ...

Andrew Slimmon is the head of Applied Equity Advisors and is lead senior portfolio manager on all long equity strategies for the team. He is joined Morgan Stanley in 1991 and has more than 35 years of ...

Effective July 19, 2022, Akbar Causer, Kyle Lee and Federico Sequeda have been added as Portfolio Managers on the Fund. Warren Mar is no longer serving at Portfolio Manager on the Fund. Where the net ...

Dennis Lynch is Head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 31 years of investment experience. Prior to joining the firm, he worked as ...