Morgan Stanley

Magdalena Stoklosa, Head of Asia Research, shares three themes that defined discussions with corporates and investors at the Morgan Stanley and MUFG Japan Summit 2026. Magdalena also reflects on macro discussions, from the strength of private CapEx to oil market dynamics, and why recent NISA reforms could help mobilise retail savings and generate additional domestic equity flows.

At the Morgan Stanley and MUFG Japan Summit 2026, Michael Zezas, CFA, Deputy Head of Global Research, shares insights from the Morgan Stanley Institute on how the shift to a multipolar world is creating opportunity for Japan. He highlights Asia’s CapEx supercycle, driven by supply chain realignment, defence spending and AI infrastructure and why Japan is well-positioned amid structural corporate reform and an improving macro backdrop. Subscribe to the Morgan Stanley Institute for the latest research and insights: https://mgstn.ly/4nS94GE

The Morgan Stanley Alumni Network recently hosted a reunion reception for the 2001, 1996, 1991 and 1986 Institutional Securities Group Analyst Classes. Featuring remarks from Andrew Earls and Leslie Kane Bazos, the evening brought former colleagues together to reflect on shared experiences and celebrate enduring connections. If you’re an alum, stay connected: https://mgstn.ly/4vCplT5.

I met with Morgan Stanley colleagues in London during Mental Health Awareness Month, amongst other things we discussed Meet With Purpose, a program to help build better meeting habits. In this next phase we're introducing global trainings to help colleagues ensure they are intentional about how and why we come together. This work reflects a simple belief of our integrated firm – how we work is as important as what we deliver. By being more efficient and thoughtfully using AI to be tech-enabled, we can create space for more meaningful, focused collaboration. When meetings are more purposeful, it not only improves outcomes, it helps reduce stress, protect time, and support a healthier, more sustainable way of working.

Alberto Tamura, President and CEO of Morgan Stanley Japan, shares perspectives from the Japan Summit 2026 co-hosted by Morgan Stanley and MUFG, which brought together over 2,000 participants and 160 corporates. Japan Equity Strategist Sho Nakazawa explains how discussions that took place at the Summit reinforce the Firm’s view that Japan is entering a structural uptrend, supported by stable inflation and rising wages, ongoing corporate governance reform, improvement in corporate profit, and CapEx-led growth.

Throughout Asian American, Native Hawaiian, and Pacific Islander Heritage Month (AANHPIHM), colleagues across Morgan Stanley came together under the theme “United in Strength, Driven by Community”. From our AANHPI Town Hall and career panel featuring newly promoted leaders, to a fireside chat featuring Michael Chung Global Co-Head of Equities at Millennium Management, and Simon Kim Founder of Michelin-starred COTE Korean Steakhouse, conversations focused on leadership, community, and the value of bringing personal experiences and perspectives into the workplace. These moments reflect our ongoing commitment to strengthening connections, advancing opportunity, and supporting the AANHPI community year-around.

Congratulations to Hour Children, Inc. and Mental Health Innovations, the winners of this year’s U.S. and UK Strategy Challenge! We’re grateful to our colleagues for sharing their time and talents to support 14 nonprofits in developing strategies to help drive lasting impact. Find out more about this year’s challenge: https://mgstn.ly/4dztobe #ShareMorganStanley #MSGivesBack

Morgan Stanley’s Global Chief Economist and Head of Macro Research Seth Carpenter, speaking from Tokyo at Japan’s summit, explains why uncertainty in global energy markets is a key risk for growth and inflation—especially across Asia’s energy importing economies—and what it could mean for Japan’s reflation story. Listen to Thoughts on the Market for more. https://mgstn.ly/3PzX7c8

Sitting down with Bloomberg at the Morgan Stanley and MUFG Japan Summit 2026, CEO of Morgan Stanley Japan Alberto Tamura shares his perspective on the yen, geopolitical dynamics and the opportunities being shaped by AI.

Rising energy costs are adding inflation pressure worldwide, but AI capital expenditures and resilient consumer spending by the most affluent are helping keep the global expansion on track. https://mgstn.ly/4dTCZe8