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Tales From the Emerging World
AI's Silicon Backbone

Past technology cycles were demand-led and largely consumer-driven. Amay Hattangadi and Samson Hung explain how AI should be viewed as infrastructure, embedding itself directly into the economy in a manner closer to electricity than consumer hardware.

02-Feb-2026
Caron’s Corner
Make a $20 Hamburger Affordable Again

Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.

02-Feb-2026
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The BEAT Quarterly Webinar – January 2026

The quarter ahead and top asset allocation ideas from our investment specialists moderated by Kiran Inamdar, Head of International Consultant Relations, MSIM.

29-Jan-2026
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