Morgan Stanley Investment Management
July 1, 2026
The Beat Quarterly Global Market and Asset Allocation Guide
Quarterly UpdateCommoditiesEquitiesPrivate MarketsEnergyFinancials
The Q3 2026 BEAT report highlights the need for investors to adapt to an environment of structurally higher nominal growth and interest rates. It advocates for an overweight stance on U.S. equities and a selective, active approach to fixed income.
Key Takeaways
- 1.The investment environment in 2026 is characterized by structurally higher nominal growth and interest rates.
- 2.Equities remain the primary beneficiary of stronger nominal economic activity.
- 3.Fixed income requires a selective, diversified approach given persistent inflation and higher rates.
Table of Contents
- Top Views
- Global Fixed Income
- Global Equity
- Our Top Investment Views
- Bonds
- Equities
- Alternatives
- Transition
- Market Monitor
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Authors
Portfolio Solutions Group
Securities
U.S. 10-year Treasury
Themes
AI Productivity BoomEnergy Security
Regions
EuropeAsia PacificUnited StatesJapanBrazil