The Harmon / Small Team at Morgan Stanley

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The Harmon-Small Group of Morgan Stanley combine over 40 years of investment management experience* to provide advice, using a broad array of investment capabilities and the latest technology to tailor an investment strategy to help achieve clients’ goals. Our disciplined approach to investment manage

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

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12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

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11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

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10/03/2023

With weight loss drugs starting to change the way obesity is treated, implications for the food industry and related sectors are far-reaching. Find out more in On the Markets:

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08/31/2023

Rapid developments in reshoring, energy transformation and data generation could make this a watershed moment for infrastructure investing. Find out more in On the Markets.

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Bill Gates, Big Ideas: The Morgan Stanley Interview | Morgan Stanley 08/17/2023

Can breakthrough ideas stop climate change and eliminate poverty? Morgan Stanley Research sits down with Bill Gates.

Bill Gates, Big Ideas: The Morgan Stanley Interview | Morgan Stanley Watch as Morgan Stanley Research speaks with Bill Gates about how digitalization can improve quality of life in developing nations and why he’s backing companies on the verge of “mind blowing” breakthroughs in clean energy.

08/01/2023

With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets.

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06/29/2023

Despite upcoming risks to economic growth, opportunities in a variety of areas persist, including among developed market bonds and Japanese and emerging market equities. Find out more in On the Markets midyear outlook edition.

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06/02/2023

Amid elevated economic, fiscal and geopolitical risks, gold's role as a safe haven and diversifier is as important as ever. Find out more in our latest On the Markets.

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05/04/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.60% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3pb6AsV

05/02/2023

Health care offers the right combination of offense and defense to navigate a challenging economic outlook. Find out more in On the Markets.

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04/06/2023

Although contagion risk from regional banks appears limited following policy actions, equities remain vulnerable to a lending slowdown. Find out more in On the Markets: https://mgstn.ly/3zH2Lh3

GIC Investment Perspectives-February 2023 - 1595972 02/09/2023

A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be technically avoided. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

GIC Investment Perspectives-February 2023 - 1595972

02/01/2023

Transformative capital spending could drive new leadership in areas such as energy, infrastructure and real estate in coming years. Find out more in On the Markets. https://mgstn.ly/40e3VwB

01/03/2023

In this year of transitions, focus on getting paid to wait. Consider allocations to fixed income, dividend growers and areas with low expectations, like China and EM. Find out more in On the Markets. https://mgstn.ly/3Z6ozy4

12/23/2022

Happy holidays to all! As the year comes to a close, we wanted to take a moment to thank each and every one of you for your support and kindness. We hope your holiday season is filled with joy, love, and plenty of time spent with loved ones. Here's to a happy and healthy new year!

GIC Investment Perspectives-December 2022 - 1588436 12/16/2022

Inflation is expected to come down in 2023, which may lead to investment opportunities in fixed income, commodities and real estate to name a few. Hear more from Chief Investment Officer Mike Wilson:

GIC Investment Perspectives-December 2022 - 1588436

12/01/2022

As a challenging year winds down, opportunities have materialized in fixed income and emerging markets stocks. Learn more about our 2023 outlook in On the Markets. https://mgstn.ly/3Wra4mY

GIC Investment Perspectives November 2022 - 1581249 11/10/2022

Whenever this rally is finished, it's pretty likely that we're going to end up making new lows, at least for the major averages. Hear more from Chief Investment Officer Mike Wilson:

GIC Investment Perspectives November 2022 - 1581249

11/02/2022

Rather than chase US equity indexes amid this rally, we prefer more reasonably valued select themes including health care, credit and Asia/EM stocks. Find out more in On the Markets. https://mgstn.ly/3Wra4mY

GIC Investment Perspectives October 2022 - 1574922 10/14/2022

The policies of the Fed and other central banks are poised to tackle inflation. Are we on the path of an economic recession? Hear more from Chief Investment Officer Mike Wilson:

GIC Investment Perspectives October 2022 - 1574922

10/04/2022

Our new 3.00% Annual Percentage Yield offer from Morgan Stanley’s Preferred Savings Program for qualifying cash helps you make the most of your cash. Learn more and get in touch to take advantage of this great rate for eligible clients. https://mgstn.ly/3dMJovz

10/04/2022

While the market outlook appears challenging, we suggest active stock picking where value has emerged and prospects for earnings achievability are good. Find out more in On the Markets. https://mgstn.ly/3SYbRh8

GIC Investment Perspectives September 2022 - 1568919 09/15/2022

Data continue to suggest a longer battle on inflation, and the Fed concurs. Hear more from Lisa Shalett, Chief Investment Officer for Wealth Management & Head of the Global Investment Office:

GIC Investment Perspectives September 2022 - 1568919

09/01/2022

High valuations and risks to forward earnings estimates challenge the bullish view on US stocks. We discuss in this month's On the Markets. https://mgstn.ly/3RvtXX4

529 Plans and More: A Guide to Investing in a Loved One’s Education | Morgan Stanley 08/26/2022

Are you sending kids back to school this fall?

Smart planning for future education costs is critical. Incorporating a 529 plan into your overall wealth strategy can help cover education expenses and offer tax-advantaged investing. Reach out to see how we can help!

#529

529 Plans and More: A Guide to Investing in a Loved One’s Education | Morgan Stanley With education costs rising ever higher, planning your funding strategy today can help ease financial anxiety for your family. Find answers to key questions here

Timeline photos 08/11/2022

Markets are vulnerable to a bear market rally. Hear more from Lisa Shalett, CIO of Morgan Stanley Wealth Management and Head of the Global Investment Office: https://mgstn.ly/3vTPQXu

Timeline photos 08/02/2022

With inflation far from defeated and the bear market not yet over, now is the time for patience and building dry powder. Find out more in our latest On the Markets. https://mgstn.ly/3zojvJu

Timeline photos 07/05/2022

Ongoing changes offer reasons to be constructive while taking advantage of new market leadership. Find out more in our latest On the Markets. https://mgstn.ly/3usz0hH

Timeline photos 06/09/2022

Defensive positioning may be appropriate during peak inflation. Hear more: https://mgstn.ly/3NWbXTQ

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