Morgan Stanley Investment Management’s Post

Your favourite article of 2023 on our insights page was: The most important deal(s) in the world! 🥁 In this story we covered the series of groundbreaking transactions from J.P. Morgan and why they are so significant. 🌟 👉 Read the top story now — https://lnkd.in/e-hVk_bB

🔹 The Financial Conduct Authority has fined and banned James Staley, former CEO of Barclays, from the financial services industry due to misleading statements made about the nature of his relationship with Jeffrey Epstein. Read the relevant article on Investment Week here: http://ow.ly/b4CF104XyCr #investment #investmentmanagement #investmentnews #investmentweek

I did a little explainer about block trading for The Banker. Also interesting given Morgan Stanley's recent settlement with the U.S. Securities and Exchange Commission on the subject. #bankingindustry #financialservices #bankingregulations

The rising tide of secondaries: Investors seek private market liquidity. Even as investor interest in private markets continues to rise, there’s scant liquidity for private assets given their complex structures and limited secondary markets. Secondaries offer a solution to limited liquidity, write J.P. Morgan Chase Securities Services' Kelsey Warkentin and Montserrat Serra Janer. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #JPMorgan https://lnkd.in/ecd-HB73

Morgan Stanley (MS) is scheduled to release earnings tomorrow before market open Equity Traders: -Look for short trades between $94.52-$99.24 -Look for long trades between $81.39-$79.29 Option traders: Sell the 100/105 Vertical Call Spread Or Sell the 80/75 Vertical Put Spread  Investors wanting to own (MS) sell cash secured puts at 80 or below. Want to learn the strategies and techniques we use to identify potential opportunities go to www.spltradingllc.com The trading opportunities mentioned are informational and not intended as personal financial advice, conduct your own due diligence, all trades involve risk, there is no guarantee of ROI, a potential loss of capital exists with any trade. #optionstrading #tradingstrategies #earnings #wealthmanagement #wealthcreation #financialeducation #spltradingllc

The credit and private debt market is undergoing a period of rapid growth with strong investor interest. Check out this informative article with BNY Mellon’s Megan Gentilesco providing insights on the challenges and opportunities facing fund managers in the market. https://ow.ly/H7xz30syM4a

Morgan Stanley (MS) is scheduled to release earnings tomorrow before market open Equity Traders: -Look for short trades between $94.52-$99.24 -Look for long trades between $81.39-$79.29 Option traders: Sell the 100/105 Vertical Call Spread Or Sell the 80/75 Vertical Put Spread  Investors wanting to own (MS) sell cash secured puts at 80 or below. Want to learn the strategies and techniques we use to identify potential opportunities go to www.spltradingllc.com The trading opportunities mentioned are informational and not intended as personal financial advice, conduct your own due diligence, all trades involve risk, there is no guarantee of ROI, a potential loss of capital exists with any trade. #optionstrading #tradingstrategies #earnings #wealthmanagement #wealthcreation #financialeducation #spltradingllc

Options are versatile financial derivatives that grant investors the right to buy, sell, or hold an underlying asset, such as a stock, at a specific price (the strike price) within a set timeframe. Unlike traditional stock purchases, options provide flexibility for investors and the potential to profit from market movements, manage risk, and use customized strategies to reach their financial goals. Simplify options trading and gain the knowledge to navigate this field effectively with Blue Bell Private Wealth Management.

The “Ultimate Learning Experience” is ready for lift off!! #LearningFromExperts #WealthBuildingKnowledge #ClosingTheRacialWealthGap

Met someone who is a conservative investor, who for decades just did FD. A very wise advisor gradually moved him to equities using hybrid funds like balanced advantage and aggressive hybrid a few years ago. He’s been sitting on 12-15% and for a long time he has been rightfully thrilled with this. Today he met another investor bragging about making 40% in small caps. All of a sudden, the investor thinks something is terribly wrong with his returns and the advice and wants to switch to 100% small caps. Remember: 1. Risk appetite is never understood in bull markets but deep bear markets 2. Personal finance is personal - there can and will be two right answers for two different people. Comparison leads to bad portfolios and an unhappy mind.