Earnings season was supposed to save the day and reverse October’s downtrend. Should investors buy the dip or be patient? Chief Investment Officer Mike Wilson provides analysis.
MORGANSTANLEY.COM
Thoughts on the Market
https://www.gsb.stanford.edu/insights/decline-ipo
Entrepreneurs and Businesses are increasingly considering creative ways to create growth capital without going public. How will this impact the capital markets landscape over the long term?
GSB.STANFORD.EDU
The Decline of the IPO
https://www.thestreet.com/retirement/401k/how-technology-is-disrupting-retirement-planning-14606154
THESTREET.COM
How Technology Is Disrupting Retirement Planning
#Millenials with their conservative #money habits seem scared of the stock market.
https://www.usatoday.com/story/money/personalfinance/2018/07/25/millennials-prefer-cash-investment-over-stock-market-survey/826657002/
USATODAY.COM
Millennials prefer cash investment over stock market, new survey finds
A strategy known as income smoothing could help you lower #tax costs and improve #retirement funding.
PLAYERS.BRIGHTCOVE.NET
players.brightcove.net
https://www.planadviser.com/fixed-income-favored-401k-trades-june/
Participant #trading within their #401k accounts slowed in June. More investments directed towards defensive funds.
PLANADVISER.COM
Fixed Income Favored in 401(k) Trades During June | PLANADVISER
Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021.
MORGANSTANLEY.COM
Fall Planning for Your Finances | Morgan Stanley
New and emerging computing paradigms draw on quantum physics and biology to drive radical improvements in efficiency, processing power and reasoning.
MORGANSTANLEY.COM
Could a Computer Think Like a Human? | Morgan Stanley
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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Are you worried about the election? A look at historical market implications of presidential elections shows that many investor fears are misplaced. .
Markets sell off on Tuesday as stimulus hopes fade. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
MS & Co. CIO Mike Wilson notes that although the bull market appears intact, investor sentiment has remained remarkably skeptical. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives October 2020 - 1384238
Biden’s individual income tax proposals are likely to foster sector-level opportunities in renewable energy, infrastructure, select areas of health care and housing. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn more. DM me for a copy.
What is the road ahead for global markets between now and inauguration day? The answer may fall into two categories: straightaways and detours. Part one of a special two-part episode.
MORGANSTANLEY.COM
U.S. Election 2020: Straightaways and Detours | Morgan Stanley
Investor fears concerning a contested election may be overblown as there may be a faster path to resolution than many expect. To learn more about elections and markets, see the latest US Policy Pulse, “Positioning for Delayed Results.” DM me for a copy.
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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Extreme swings in the VIX—a rise in the volatility of volatility—suggest important changes in market dynamics could take hold with the new business cycle.
MORGANSTANLEY.COM
Time to Reconsider Conventional Investing Wisdom | Morgan Stanley
Learn how the pandemic gave rise to a new virtual process for companies to go public. Is it here to stay?
MORGANSTANLEY.COM
IPOs Go Virtual During Pandemic | Morgan Stanley
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:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives November 2020 - 1397886
Even with news outlets naming Joe Biden the President-elect, headlines about the transition of power will likely contribute to volatility.
MORGANSTANLEY.COM
Election 2020: Investors Should Focus on the Big Picture | Morgan Stanley
5 signs it may be time to review your company’s retirement plan provider. #401K #HumanResources #HRdirector #CFO #retirement
MORGANSTANLEY.COM
www.morganstanley.com
Access to education has a huge role to play in ensuring racial justice and closing the racial wealth gap. As part of the commitment we made to diversity and inclusion earlier this year, The Morgan Stanley HBCU Scholars program will provide full scholarships and living expenses for 60 students at three top historically Black colleges: Howard University, Morehouse College and Spelman College. Learn more:
MORGANSTANLEY.COM
Morgan Stanley Launches Program to Provide 60 Students with Full-Four Year Scholarships | Morgan Stanley
Do you want to involve your family in charitable giving? Donor advised funds give you the flexibility and time to involve family members in your strategic giving, so you can share the causes that are important to both you and your loved ones.
MORGANSTANLEY.COM
Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving | Morgan Stanley
There are so many organizations that honor veterans’ service to our country! For Veterans Day, consider these suggestions for giving. #veteransday #veterans #america #giveback #charitable
MORGANSTANLEY.COM
Giving Back to Veterans | Morgan Stanley
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:
MORGANSTANLEY.WEBCASTS.COM
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:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives March 2021 - 1439432
We look at President Biden’s proposals that could affect taxpayers—and their timing. Contact me directly for a copy of “US Policy Pulse: FAQs From Our Clients,” to learn more.
