Morgan Stanley Dette Privée Europe SLP

FTSE Russell’s 2026 reconstitution highlights major shifts in market-cap cutoffs, blurred lines between growth and value, and rising concentration in value indexes. With mega-cap tech names appearing across style benchmarks, investors may be less diversified than labels suggest. The takeaway: look beyond index names and focus on underlying holdings.

Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), announced today the acquisition of a 300,000-square-foot mission-critical defense manufacturing facility located in Taunton, MA, approximately 40 miles south of Boston. The property is subject to a long-term absolute triple net lease with a leading defense contractor.

Three years ago, artificial intelligence was a topic of mere curiosity, but today is the subject of capital allocation. The challenge for investors is not only understanding that AI is consequential, but building frameworks precise enough to act on. Jitania Kandhari explains.