Castro/Gomez at Morgan Stanley

Market Insights available to help articulate the capabilities of Morgan Stanley as the destination of choice for latest on the market.

Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.

Through timely, in-depth analysis of companies, industries, markets, and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.

From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.

The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.

This deck provides updates on MS & Co. outlooks and forecasts based on the current market environment.

These slides are a helpful resource for the beginner investor to learn more about investing. The slides go through three main themes that will help any beginner investor, including Major Asset classes, Basic Tenets of Investing and Asset Allocation.

The Alternatives Overview provides insight and guidance on alternative asset classes and strategies.

Tax-efficient investing can make a meaningful impact on your after-tax returns. We introduce a framework for optimizing tax-efficiency across three levels of implementation: tax advantaged accounts, strategies for taxable assets, and portfolio-level tax strategies. Combining techniques for tax-efficient investing across your portfolio can create synergies and offer potential tax alpha.

The past decade has been characterized by US outperformance, as global capital flows sought secular growth, economic vitality, and political stability. However, the relative performance of international and US stocks is at an inflection point where the US faces slowing economic fundamentals and rising political uncertainty. In addition, international markets make up a sizeable investable universe and are at historically cheap levels. The attached slides highlight global exposure and the potential portfolio diversification benefits associated with it.

These slides look at the three most important aspects of 529 Plans: tax-advantages, flexibility and plan control. It further details the advantages and disadvantages, and concludes by comparing the 529 Plan to other college saving vehicles.

Social Security provides retirees with stable income. However, the payment amount depends on when Social Security benefits are claimed: Claiming later increases the benefits received. This presentation explores the tradeoffs involved with delayed claiming, considering factors such as expected longevity and funding status.

This presentation discusses spending strategies and other ways to potentially mitigate risk and maintain a consistent standard of living during retirement.

This presentation introduces the basics of goals-based investing. Focusing on achieving a goal, such as securing retirement income, can help inform key investment decisions, such as choosing an appropriate risk target. Strategies such as target-date funds, bond ladders, and annuities can also be used to align outcomes with goals.

Rising longevity, falling fertility rates and massive wealth accumulation among the senior population mean that the "Age of Aging" will manifest in dramatic ways.

One of the key themes of the next decade is climate change, and this presentation helps to clarify the business and environmental risks that investors face in the near future.

Since 2017, the popularity of Bitcoin and other cryptocurrencies has surged, bringing the topic and debate over validity and uses into the finance, business, and media spotlight. This educational client conversation focuses on Bitcoin, which is currently the largest and most popular cryptocurrency.

Diversity, Equity & Inclusion (DEI) is a broad-ranging concept covering dimensions of race, ethnicity, orientation, gender and more. This client conversation describes the current environment surrounding DEI practices and disclosures, and how investors looking to advance DEI within their portfolios may consider a spectrum of approaches.

Evergreen funds, also known as open-ended funds, are investment vehicles that allow investors to make long-term investments in private companies without a fixed end date. This presentation discusses the opportunity set facing private markets and considerations for investors.

This presentation seeks to explore how the changing macroeconomic environment has affected the private equity market, and provides insight on how to navigate the current private equity landscape.

For 2025, GIMA's Alternative Investments Themes include "Powering the Future: The Intersection of Digitalization, Deglobalization and Power Generation"; "Operating on the Margin: Driving Value through Operational Expertise"; "Secondary Solutions: The Primary Stop for Liquidity and Value"; "Collateral Move: Yielding New Opportunities in Asset-Based Finance"; "Made to Measure: Tailored Solutions for an Evolving Market"; and "Enhance Portfolio Diversification and Seek Alpha Opportunities."

This primer is intended to enable informed decisions when launching an investment program or redeploying capital, with dollar-cost averaging or lump-sum investing. The primer explores why and when to consider pursuing each course and identifies the potential consequences of each approach.