Investing

Our investing and wealth management offerings encompass many aspects of your financial world from traditional and alternative investments to comprehensive wealth planning solutions to help meet your life's goals.

2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

The Rules of Housing Affordability Have Changed

Although mortgage rates are beginning to ease, the number of home sales is expected to languish for now.

Can Vacant Offices Help Solve the U.S. Housing Crisis?

The rise in unused office space has triggered suggestions about converting commercial real estate into residential buildings. But our U.S. Real Estate Research analyst lists three major challenges.

The New Technologies for Longer, Healthier Lives

Revolutionary ways to prevent and treat disease can add decades to people’s lives. Here’s what investors should know about the opportunities in the longevity theme.

Why Having a Goal Is Key to Investing

With a clear goal in mind, investors can create a realistic plan for achieving their objectives within a certain time frame. Here’s how:

2024 Global Economic Midyear Outlook

Global growth should stay steady at just over 3% in 2024 and 2025, though volatility will remain as a pickup in growth around the world contrasts with a slowdown in the U.S.

Top 5 Mistakes Investors Make in Volatile Markets

Whether it is panic selling, hiding out in cash, or trading frantically during volatile markets, investors tend to make several mistakes that can hurt them long-term. Know how to spot—and avoid—the most common bad behaviors.

Election 2024 - Inflation Outlook

It’s too early to predict the results of the election on inflation and the broader economy, but there are three areas investors should watch.

How to Handle Volatility

Market volatility can increase or decrease depending on where we are in the business cycle. Learn how to recognize common investing mistakes and stay focused on your long-term financial goals.

Election 2024: Investors' Top Questions Answered

The outcome of this year’s U.S. election could have a big impact on taxes, Social Security and health care policy. What should investors know?

Megatrends: How to Invest in the AI Boom

Artificial intelligence is set to become a $3 trillion industry in the next several years. Where can investors find opportunities?

Want to Keep More of Your Investment Returns? Consider These Tax Moves

Establishing a tax management strategy for your investments may help you keep more of your returns.

The Future of Cars

How software-defined vehicles are changing the auto market and paving the way for the self-driving cars of the future.

2024 Global Macroeconomic Outlook: Central Banks Look for ‘Just Right’ on Rates

Morgan Stanley Research expects slowing global growth as central banks walk a fine line between inflation and recession.

Five Reasons DIY Investors Choose Morgan Stanley Financial Advisors

You’ve done well managing your own investments so far. Expert financial advice can help you go further.

AI Brain Implant Shows Breakthrough Potential

The development of brain-computer interfaces takes a leap forward, though scale and commercialization remain a distant possibility.

Tax-Smart Ways to Sell Securities

Realizing profits seems like the best part of investing, but taxes can add up. Our new analytics tool can help investors tap their portfolios in tax-savvy ways.

Would a Government Shutdown Matter to Markets?

A U.S. government shutdown looks increasingly likely. Here are the answers to investors’ top three questions.

The Soft Landing Gets More Comfortable

Construction and infrastructure are showing stronger-than-expected growth, improving GDP forecasts for the second half of the year into 2024.

To Manage Risks, You Have to See Them First

What if you had a resource that could show you where your exposures lie and how they might impact returns?

Tax-Loss Harvesting Can Work Year-Round for Investors—Here’s How

What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills?

Mexico is Poised to Ride the Nearshoring Wave

Closer economic ties to the U.S. could boost GDP and investment as manufacturing exports increase.

2023 Global Macroeconomic Midyear Outlook

In the face of high interest rates, global GDP growth is likely to slow to 2.9% this year and stay lackluster in 2024.

3 Investing Themes for the Next Bull Market

Explore long-term investment opportunities to watch when the market shifts from bear to bull.

How to Rethink Your Portfolio for Long-Term Inflation

If rising inflation becomes the norm for years to come, how can investors prepare?

4 Ways Investors Can Act on Climate Change

Investors can help play an active role in mitigating climate change-related risks and aiding the shift to a lower-carbon economy.

5 Ways to Bolster Your Finances for Any Environment

Investors may see new economic and market uncertainty in 2023. These financial strategies can help you navigate what’s ahead.

7 Investment Ideas That Could Drive Markets in 2023

From the resurgence of mega-cap tech stocks to the outlook for private markets and European banks, Morgan Stanley’s views differ from the consensus on key issues that could drive stock prices and shape markets in 2023.

Megatrends: Driving the Adoption of Electric Vehicles

Investors can gear up for a long-term shift in automotive trends, as electric vehicles are expected to account for 90% of auto sales by 2050.

Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

Steps that May Reduce Your Taxes on Your Income and Portfolio

A key strategy for boosting long-term investment returns is being smart about tax efficiency.

How Investing in Gold Could Add a New Dimension to Your Portfolio

While gold isn’t a strategic asset class, there may be reasons for some investors to consider investing in it.

Gold vs Silver: 4 Key Differences You Should Know

Here are four key differences between gold and silver and how you can gain exposure to each in your portfolio.

How Technology Can Guard Against the Impact of Inflation

As companies try to shore up profit margins amid high inflation, Morgan Stanley sees an investment opportunity among sectors producing technologies to reduce costs and increase productivity.

Why Artificial Intelligence Could Speed Drug Discovery

Biotechs are applying AI and machine learning to drug development, potentially creating dozens of new medicines and a $50 billion market over the next decade. Here’s what that means for patients and investors.

Can Thinking Local Fix Global Supply Chain

The global economy is becoming increasingly decentralized as part of a trend dubbed “slowbalization.” A look at what that means for supply chains and which countries and sectors may benefit from the shift toward a multipolar world economy.

Why Food Prices May Be Peaking

Though inflation is still running high, Morgan Stanley Research thinks food prices—up 65% globally in the last two years—will peak this year and begin to drop in 2023. Here’s why.

Midterms and Markets: A 2022 Guide for Investors

What the 2022 midterm election outcome could mean for equities and how investors can benefit from bipartisanship.

Products and Services for Investing

Asset management

Helping clients define an investment strategy tailored to their goals, then guiding informed investment choices from among our expansive investment platform, including proprietary and third-party offerings across every market and asset class.

Impact Investing

Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.

Cash Management and Lending Solutions

Offering clients a comprehensive suite of cash management and lending solutions to integrate their day-to-day liquidity needs with all of their long term ambitions.

Financial planning

Regardless of what stage your life is in—moving ahead in your career, enjoying retirement or somewhere in between—we work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life.

Traditional investments

Providing access to a diverse array of high-quality traditional investment options – including equities, fixed income, mutual funds, UITs, ETFs, separately managed accounts, annuities, closed-end funds and multi-asset programs.

Alternative Investments

Offering clients a diverse range of investment strategies that fall outside of the traditional, long-only purchase and sale of stocks and bonds such as funds of funds, private equity and managed futures.

Ready to start a conversation? Contact The Rockville Bridge Group today.

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Investing in the market entails the risk of principal loss as well as market volatility. The value of all types of investments may increase or decrease over varying time periods.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

Impact Investing: The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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CRC 6491812 (04/2024)

The Rockville Bridge Group at Morgan Stanley