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Morgan Stanley
Michael Mauboussin, Dan Callahan
Markets
|
Jan 2026
Morgan Stanley lays out a practical framework for why markets are only efficiently inefficient and where mispricings come from. It connects efficiency to information costs, investor behavior, and real world limits on arbitrage.
Markets
January 2026
Morgan Stanley lays out a practical framework for why markets are only efficiently inefficient and where mispricings come from. It connects efficiency to information costs, investor behavior, and real world limits on arbitrage.
Morgan Stanley
Michael Mauboussin, Dan Callahan
The Latest
Nat Bullard
Annual Report
|
Jan 2026
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KKR
Henry McVey
Market Outlooks
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Dec 2025
KKR emphasizes that 2026 is time to own less beta bets than in the past and favor more alpha in the form of portfolio resiliency, including the ability to make one’s own luck through structuring, governance, and active ownership.
Market Outlooks
December 2025
KKR emphasizes that 2026 is time to own less beta bets than in the past and favor more alpha in the form of portfolio resiliency, including the ability to make one’s own luck through structuring, governance, and active ownership.
KKR
Henry McVey
