Morgan Stanley IM Is Hunting for AI-Proof Assets

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Why This Matters

Morgan Stanley Investment Management is positioning for a potential pullback in the tech trade by investing in emerging-market assets that are less affected by the AI boom, according to Deputy Chief Investment Officer Jitania Kandhari.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Morgan Stanley Investment Management is adding to emerging-market bets that are insulated from the artificial intelligence boom as it positions for a potential pullback in the crowded tech trade, according to Deputy Chief Investment Officer Jitania Kandhari.

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Summary

Morgan Stanley Investment Management is positioning for a potential pullback in the tech trade by investing in emerging-market assets that are less affected by the AI boom, according to Deputy Chief Investment Officer Jitania Kandhari.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Time Horizon

Short Term

Original article published by Bloomberg on February 23, 2026.
Analysis and insights provided by AnalystMarkets AI.