Despite a needed correction in recent weeks, a suite of significant risks still hangs over U.S. markets. Chief Cross-Asset Strategist Andrew Sheets explains.
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Four Reasons to Remain Patient | Morgan Stanley
The current housing market is a bit like Black Friday. High demand, low supply and inexpensive mortgages are fueling the whole enterprise.
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Nowhere To Move: Eager Buyers Find Fewer Homes For Sale
Rates have stayed flat since August, bobbing up and down between the 2.8% and 3% range. The Federal Reserve’s commitment to bond buying coupled with low-inflation forecasts have put downward pressure on mortgage rates, which is expected to continue.
FORBES.COM
Today's Mortgage Interest Rates: Sept. 24, 2020—Rates Inch Closer To 3%
Broad rally across equities on Monday as markets look to recover following four consecutive weeks of declines. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Despite Friday's rebound S&P 500 finishes lower for a fourth consecutive week. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
After years defending the U.S. against cybersecurity threats, Prashanth Challa brings his expertise to protect our Financial Advisors and clients.
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Meet Prashanth Challa
Learn about tax-loss harvesting and how some investors use it to opportunistically reduce their tax bills.
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What Is Tax-Loss Harvesting? | Morgan Stanley
COVID-19 vaccines are navigating through the last stage of clinical trials, but hurdles still lie ahead for efficacy, distribution and FDA approval.
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COVID-19 Vaccine: Trials and Tribulations | Morgan Stanley
How do you capture illiquidity premiums through private equity?
What do you think? Comment below or post the answer if you know. If you don’t, visit the “Latest Research” section of the McQueary Schumm website to find the answers”
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McQueary Schumm Group | Leawood, KS | Morgan Stanley Wealth Management
Do you know the risk posed by an elevated index concentration?
What do you think? Comment below or post the answer if you know. If you don’t, visit the “Latest Research” section of the McQueary Schumm website to find the answers.
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McQueary Schumm Group | Leawood, KS | Morgan Stanley Wealth Management
What opportunities are there in Private Credit?
What do you think? Comment below or post the answer if you know. If you don’t, visit the “Latest Research” section of the McQueary Schumm website to find the answers
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McQueary Schumm Group | Leawood, KS | Morgan Stanley Wealth Management
Checking in on the state of your parents’ estate isn’t easy. Let’s connect to start the estate planning strategy process with your family.
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The State of Your Parents' Estate | Morgan Stanley
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
All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.
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The U.S. economic recovery remains on track despite surging virus cases, the absence of CARES 2.0 legislation and recent election uncertainty. Wealth Management Chief Investment Officer Lisa Shalett explains why Oct. 28 on Bloomberg.
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Shalett: ‘Grinding Improvement’ | Morgan Stanley
Learn how asset owners can build a dynamic sustainable investing strategy by adopting these four steps.
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Sustainable Investing in 4 Steps | Morgan Stanley
Confidence in the ability of the central bank to suppress market volatility through aggressive policy may be misplaced.
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An Artificial Calm? | Morgan Stanley
The COVID-19 crisis has been a catalyst for transformation of the technology sector. Learn more:
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There is now about $16.5 trillion of negative-yielding debt worldwide. See what that means for your portfolio:
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Defining how you want your life’s worth to benefit the people and organizations you care for begins with trusts. Talk to me today to plan for a new tomorrow and ensure your lasting legacy.
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How a Trust Can Protect Your Legacy | Morgan Stanley
Despite a strong first half of November, the S&P 500 may not break out of its current range until more uncertainty lifts. Here’s why it’s a good idea to keep an eye on the yield curve:
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What the Yield Curve May Be Trying to Tell Investors | 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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Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The outlook for investors.
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Special Episode: 2021 U.S. Outlook | Morgan Stanley
What is Index Concentration Risk?
Comment below or post the answer if you know. If you don’t, visit the “Latest Research” section of the McQueary Schumm website to find the answer.
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McQueary Schumm Group | Leawood, KS | Morgan Stanley Wealth Management
The McQueary Schumm Group is happy to announce that we are live on Facebook! Like our page for the latest content related to market news, research, and other timely content related to what is going on in the world of finance.
Visit by clicking below:
https://www.facebook.com/pages/category/Financial-Service/McQueary-Schumm-Group-at-Morgan-Stanley-153144585433103/
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more.
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Give the Gift of Education Savings This Holiday Season | Morgan Stanley
The interest rate used to calculate payments and interest on many floating-rate loans, derivatives and bonds is changing. Here's what you should know about LIBOR:
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The top-five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more:
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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
Despite a turbulent 2020, the global economy’s resiliency could mean a strong investment landscape for 2021. Read our latest forecasts for investors.
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2021 Outlooks for Investors: A Global Recovery in Sync | Morgan Stanley
Morgan Stanley projects strong global GDP growth of 6.4% for 2021—led first by emerging markets, followed by reopening economies in the U.S. and Europe—in a macro outlook that diverges from the consensus.
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2021 Global Economic Outlook: The Next Phase of the V | Morgan Stanley
Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how:
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Tax-Smart Strategies for Your Retirement | Morgan Stanley
The financial sector is among our top ideas for 2021. Here’s why:
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5 Reasons to Consider Investing in Financials in 2021 | Morgan Stanley
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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Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more:
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Elements of a Tax-Smart Portfolio | Morgan Stanley
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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Even though last year’s “stay at home” winners outperformed in January, we suggest investors emphasize less expensive stocks tied to the post-pandemic economic recovery. Here’s why:
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Keep Your Eyes on the Recovery | Morgan Stanley
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
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
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Personal Cybersecurity Checklist | Morgan Stanley
Which hedge fund strategies may see renewed opportunities in 2021? Our Hedge Funds Team explores high active risk, opportunistic investments, alternative yield and risk mitigation.
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Today’s Hedge Funds: Solutions to a 60/40 Problem
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
The McQueary Schumm Group is happy to share the creation of our “Sustainable Investing” research category on our website.
We have compiled various reports that we feel the public will greatly appreciate as it relates to Sustainable Investing, an investment theme that is growing in popularity and worth learning more about. Some of the reports include:
• 5 Sustainable Investing Themes that will define 2021
• Climate Change Investment Opportunities
• Net Zero – When will Electric Vehicles Be Profitable at Scale?
What are your thoughts? We are interested in hearing from you. If you have any questions related to the content, please feel free to comment or “contact us” by visiting our website.
The research pieces can be found under the “Latest Research” tab on our website by clicking the hyperlink below:
https://advisor.morganstanley.com/mcqueary-schumm-group
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McQueary Schumm Group | Leawood, KS | Morgan Stanley Wealth Management
