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Sunday, August 23, 2026The Morning Brief →Sign in
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Federal Reserve

In PWD coverage since August 17, 2026 · 5 stories
PWD coverage
allocators

Morgan Stanley: CRE repricing is done, the base is forming

Morgan Stanley says the four-year repricing is finished and the next cycle has opened. The harder question for allocators is what the recovery will look like.
the_wrap · Aug 20Annuity records mask the advice gap
the_wrap · Aug 19Private credit caught between an oil shock and an AI boom
portfolio · Aug 18Fidelity's allocation team calls the Q2 rebound a caution on valuations
general_account · Aug 17Warsh's hawkish June meeting leaves agency MBS carry thin
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