Morgan Stanley – The Beat, Mar 2026
Summary
The BEAT is a quarterly global market and asset allocation guide providing insights on bonds, equities, alternatives, and transition assets.
The report highlights a soft patch in the global economy starting in 2025 and continuing into Q1 2026, with an expected improvement in Q2 2026. It discusses policy support through tax relief and monetary easing, deregulation unlocking lending capacity especially in the U.S., U.K., and Europe, and the positioning of banks and financial sectors as primary beneficiaries. The report maintains an overweight position on U.S. and European banks and anticipates a stronger recovery supported by monetary and fiscal policies.
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