Global Opportunity Webinar: Positioning for 2026 and Beyond

July marked a shift from the relative stability of June toward renewed pressure from higher global yields. Fixed income markets remained functional, supported by technical demand, but rising rates, tight spreads, and growing dispersion reinforced the importance of carry, relative value, and active security selection.

Hear the team’s latest insights on how AI-driven disruption is creating opportunities across high-quality companies, and how disciplined portfolio positioning can help navigate volatility.

Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), announced today the acquisition of a newly developed, 1.5 million-square-foot distribution facility in Kansas City, Missouri, for $158.5 million.

This paper argues that the "Great Grid Upgrade" will be driven not only by building new grid infrastructure but by deploying a ‘toolkit’ of commercially-proven, mature technologies that improve grid flexibility, capacity, stability, and visibility. Deploying and integrating these solutions, will better allow operators to continue to deliver affordable power reliably in a market experiencing broad-based demand growth for the first time in a generation.