It may be hard to remember during an election year, but the market is more correlated with the business cycle than with which political party is in the White House. Learn more in “U.S. Policy Pulse: A History of General Election Performance.” DM me for a copy.
While there is a long way to go to get back to prior output levels, economic surprises and earnings revisions suggest we could be well on our way. Hear more of CIO Mike Wilson’s views:
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GIC Investment Perspectives September 2020 - 1369081
Today, we remember the heroism and strength of first responders, those who gave their lives and those who survived. #NeverForget
Looking ahead, data on manufacturing, capital goods investment, housing and consumer durables should keep improving, potentially forming the core of the V-shaped recovery. Learn more:
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How Spike in COVID-19 Cases Affects Investment Outlook | Morgan Stanley
Gains in US equities have paused in recent weeks, which could prove healthy long-term for markets. Here's why:
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U.S. restaurants are adjusting to the new normal of social distancing, but even after a viable COVID-19 vaccine is found, the era may bring big changes for the industry and its investors.
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COVID-19 Era Serves Up Big Changes for U.S. Restaurants | 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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Even with news outlets naming Joe Biden the President-elect, headlines about the transition of power will likely contribute to volatility. Here’s what investors should do:
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Election 2020: Investors Should Focus on the Big Picture | Morgan Stanley
In the next few months, positive catalysts are likely to dominate the economic outlook. See three signs of light at the end of the 2020 tunnel:
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Seeing Light at the End of the Tunnel | 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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Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Please join me in congratulating our very own Lee Cohn, named to the Forbes 2021 ranking of Best-In-State Wealth Advisors. You represent the best our industry has to offer, and we are proud to celebrate this accomplishment with you!
