MS & Co. CIO Mike Wilson believes that the bull market is intact, but the breadth of the rally has deteriorated since June. Learn more:
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GIC Investment Perspectives September 2020 - 1369081
S&P 500 posted multiple new highs in August, but market breadth was narrow; are concerns justified? Read more in On the Markets: The divergence between narrow market breadth and all-time highs in the S&P 500 is likely to be resolved in the coming weeks.
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MS & Co. CIO Mike Wilson believes that the worst of the recession is behind us and the market is now looking forward. Learn more:
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GIC Investment Perspectives August 2020 - 1356584
Gains in US equities have paused in recent weeks, which could prove healthy long-term for markets. Here's why:
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MS & Co. CIO Mike Wilson believes public pressure to keep the US economy open will likely to lead to a new bull market, even if a second wave of the virus emerges. Learn more:
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GIC Investment Perspectives July 2020 - 1339692
We think the rebound in markets is foreshadowing what could be a V-shaped recovery in the economy and in earnings. Here's why:
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Trading corrections is difficult so the best approach may be to ride it out, says Morgan Stanley & Co. CIO Mike Wilson. Read more:
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MS & Co. CIO Mike Wilson notes that although the bull market appears intact, investor sentiment has remained remarkably skeptical. Learn more:
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GIC Investment Perspectives October 2020 - 1384238
We expect two major unknowns to be resolved soon: the election and the approval of a COVID-19 vaccine. Here’s what that means for markets:
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MS & Co. CIO Mike Wilson believes we're in a new cyclical bull market in the context of a long-term secular bull market. Learn more:
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GIC Investment Perspectives November 2020 - 1397886
While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets:
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MS & Co. CIO Mike Wilson believes we should remain bullish long term due to improving economic data and positive earnings revisions, which support his expectations for a V-Shaped recovery. Learn more.
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GIC Investment Perspectives December 2020 - 1410657
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
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MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more:
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GIC Investment Perspectives January 2021 - 1419805
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets:
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New bull markets typically begin when a recession has ended and usually run for years not months, says MS & Co. CIO Mike Wilson. Learn more:
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GIC Investment Perspectives February 2021 - 1430381
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets:
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The biggest risk to equities and other long-duration risk assets will come from the interest rate channel, says MS & Co. CIO Mike Wilson. Learn more:
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GIC Investment Perspectives March 2021 - 1439432
