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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.
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The views and opinions and/or analysis expressed are those of the author or the investment team as of the date of preparation of this material and are subject to change at any time without notice due to market or economic conditions and may not necessarily come to pass.
This material is a general communication, which is not impartial and all information provided has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.
