In the first edition of Morgan Stanley's Geo Policy Pulse, Monica Guerra, Head of Policy and Geopolitical Strategy at Morgan Stanley Wealth Management, examines how the upcoming global elections in 2026 and the rise of a multipolar world could influence policy, introduce risks, and create investment opportunities.
"Political gridlock often leads to better market performance," Guerra notes, highlighting a key insight for investors navigating the election cycle.
The analysis covers a wide range of geopolitical and economic factors, from shifting alliances to domestic policy changes, all of which have the potential to move markets. Investors are advised to stay vigilant and consider the implications of electoral outcomes across different regions.