2026 Global Outlook: A Strong Year for Risk Assets

<p>Our Chief Global Economist Seth Carpenter&nbsp;and Global Cross-Asset Strategist Serena Tang return to conclude their two-part episode on 2026 outlooks and explain why the market environment is turning in favor of risk assets, especially U.S. stocks.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbsp;from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Seth Carpenter:</strong> Welcome to Thoughts in the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.</p><p><strong>Serena Tang:</strong> And I'm Serena Tang, Morgan Stanley's Chief Global Cross-Asset Strategist.</p><p><strong>Seth Carpenter:</strong> Yesterday, Serena, we discussed our views on the global economy, and today I'm going to turn the tables on you and start asking you questions about our market outlook and how to invest across regions and across asset classes.</p>...