Video: Agentic commerce - new frontiers

Agentic commerce is transforming online shopping from search-based browsing to AI driven decision-making. In this overview, the International Equity team explains how AI agents are reshaping product discovery, purchasing, and the economics of the digital commerce ecosystem. Watch to find out more.

Morgan Stanley Investment Management announced today that Huel, one of the first investments made by the 1GT climate private equity strategy, has entered into a definitive agreement to be acquired by Danone, a world-leading food and beverage company.

Speaking on market uncertainty, Head of Morgan Stanley Investment Management’s Ben Huneke, said clients are being encouraged to stay anchored to long-term asset allocations, maintain liquidity, and lean slightly more conservative until geopolitical and energy-related risks become clearer. He noted that while recent market fears, such as the impact of AI on software, have driven dislocations, those concerns appear overstated, creating selective opportunities for long-term investors rather than signaling a broader structural breakdown.

Geopolitical risk resurfaced in February, driving volatility and a flight to quality. We assess the impact of the Iran conflict, credit and securitized market reactions and portfolio positioning. Watch our video to find out more.