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The BEAT™
The BEAT: Navigating the Iran Conflict, From Oil Shocks to Market Impact

The conflict in the Middle East has sent shockwaves through global markets and we need to understand whether the rise in energy prices is transient or will become embedded in broader economic activity.

08-May-2026
Press Release
Morgan Stanley Investment Management debuts Strategic Income strategy in international marketplace

Morgan Stanley Investment Management (MSIM) today announced the global launch of Morgan Stanley Investment Funds’ (MS INVF) Strategic Income Fund sub-fund (Strategic Income Fund), a flexible, multi-sector strategy that focuses on fixed income plus sectors and expands investor access to MSIM’s extensive global fixed income investment capabilities.

07-May-2026
Takeaways & Key Expectations
Equity Market Commentary - May 2026

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reminds investors to think beyond the macro. Instead, he encourages a focus on the micro, specifically the extraordinary Q1 results delivered so far that are forcing analysts to raise future earnings estimates.

07-May-2026
Quarterly
The BEAT - T2 2026 - Avril

Lisez The BEAT pour une information mensuelle actualisée sur les marchés. Chaque édition vous propose des idées et des analyses pour vous aider à appréhender l’environnement d’investissement actuel.

05-May-2026

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