The industry's own research.
5 reports
Morgan Stanley Investment Management assesses real estate as offering attractive relative value in a resilient macroeconomic environment marked by inflation, hawkish central banks, and constrained supply.
Morgan Stanley Investment Management assesses the private credit market environment, noting improving pricing power and accelerating financing demand for scaled lenders driven by cyclical and secular forces.
Morgan Stanley Investment Management examines structural shifts in infrastructure megatrends, including a reorganization of data center compute from centralized to distributed multi-layered networks driven by inference and latency-sensitive workloads.
Morgan Stanley Investment Management examines structural growth drivers shaping real estate performance, including AI, deglobalization, demographic shifts, and energy demand themes.
Morgan Stanley Investment Management provides an overview of trends and developments in the Agency MBS and housing markets for Q2 2026.