We expect volatility to remain high for the next two to three months as our fragile economy absorbs some recent disappointments. Learn more:
MORGANSTANLEY.COM
How Policy Uncertainty May Have Caused Latest U.S. Correction | Morgan Stanley
“60% of carbon emissions come from energy and this is a key area where we can reduce emissions by using technology.” Jessica Alsford, Head of Global Sustainability Research, discusses how investing in technology can help curb carbon emissions.
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Curbing Carbon Using Technologies | Morgan Stanley
See four non-U.S. markets that may have advantages over the S&P 500, in part due to changes brought by the COVID-19 recession:
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The Case for Non-U.S. Stocks | Morgan Stanley
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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On September 11th, we remember the first responders, the innocent victims, resolute members of the military, families who lost loved ones, and ordinary Americans who showed extraordinary bravery in the face of the attacks.
Will the U.S. equity market start to underperform on a relative basis? Will the USD start to materially weaken? Lisa Shalett explains why sustained U.S. coronavirus headwinds and disputes over policy stimulus are driving interest in international equities as a supplement to U.S. stocks.
MORGANSTANLEY.COM
Shalett: A Case for Non-U.S. Stocks | Morgan Stanley
While stocks have grown more volatile as the election approaches, interest rates have barely budged. That may not last once the election outcome is clear. Here’s why:
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An Election Investing Strategy from Now to November | 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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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
With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news.
MORGANSTANLEY.COM
Should Investors Prepare for No Stimulus? | Morgan Stanley
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.
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U.S. Election 2020: Straightaways and Detours | Morgan Stanley
As the healthcare industry reaches a seminal moment, learn three key topics that will shape its future.
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3 Themes Shaping Healthcare | Morgan Stanley
In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets.
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U.S. Election 2020: Divided Government Scenarios | 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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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
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
On Veteran’s Day, and every day, we are grateful to those who have served.
In honor of Veterans Day, Morgan Stanley is the title sponsor of The Honor Foundation’s “A Toast to Veterans” on Wednesday, November 11th. Join us to thank those whose selfless commitment and tremendous sacrifices make it possible for all of us to enjoy the freedoms we treasure most.
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A Toast to U.S. Veterans | Morgan Stanley
Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.
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Is the Worst of the Correction Over? | Morgan Stanley
What are the risks to travel right now and how can you do it safely? Learn what some establishments are doing to increase safety measures:
MSRESERVED.COM
Keeping You Safe While Traveling During COVID
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:
MORGANSTANLEY.COM
What the Yield Curve May Be Trying to Tell Investors | Morgan Stanley
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.
MORGANSTANLEY.COM
Special Episode: 2021 U.S. Outlook | Morgan Stanley
Wishing everyone a happy and safe Thanksgiving!
The holidays might look different this year, but one thing that won't change is our desire to give to the people and causes we care about. Here are some modern ways to do it.
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Your 2020 Guide to Holiday Giving | 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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See four reasons why an economic surge in the U.S. early next year will likely lead to a rotation in market leadership:
MORGANSTANLEY.COM
Preparing Your Portfolio for a “Coiled Spring” Economy | Morgan Stanley
Why the global V-shaped economic recovery has stayed on track, despite recently rising COVID cases and shutdowns, putting 6.4% GDP growth in reach for 2021.
MORGANSTANLEY.COM
2021 Global Economic Outlook: The Next Phase of the V | Morgan Stanley
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
Most of us are eager for 2021 to begin, if only for the hope a new year can bring. Consider these four steps to help you reset your finances in the new year.
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2021: Time for a Financial Reset | Morgan Stanley
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected.
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How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
All the best to everyone this holiday season!
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here:
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
If you dipped into your rainy day to cover expenses in 2020—or never had one in the first place—make it a top priority in 2021 to set aside three to six months of expenses. Not sure where to start? Read the article below for some tips.
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New Year Financial Resolutions: A Fresh Start | 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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Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more:
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3 Takeaways from a More Unified Government | 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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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
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look behind the increased interest.
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2021: A New Space Economy | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
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Tips to Prepare for Tax Day | Morgan Stanley
If you’re saving for retirement and didn’t make a full contribution for 2020, remember that you have until April 15th, or the day you file your taxes, whichever comes first, to make your contribution in full. Click the link below to see more information on contribution limits and frequently asked questions.
IRS.GOV
Retirement Topics - IRA Contribution Limits | Internal Revenue Service
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next?
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Reimagining Travel | Now, What's Next? from Morgan Stanley
Learn why investor optimism about the pace of the economic recovery is generating new market highs, but could also lead to market instability come summer.
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Consensus on Recovery Could Lead to Market Instability | Morgan Stanley
Ten key themes may reshape global markets this year and drive a shift in the profile of winners and losers.
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2021 Investing: Top 10 Trends to Watch | Morgan Stanley
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
Nominal GDP growth could be nearly 10% in 2021, but comparisons get tough in 2022 with growth estimates falling below 3%.
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Are We Nearing Peak Growth? | Morgan Stanley
Tax fraud schemes topped $2.3 billion last year, according to the IRS. Learn about tax fraud prevention tips and warning signs, as well as what steps to take if you’re a victim.
MORGANSTANLEY.COM
Tax Season Cybersecurity Tips | Morgan Stanley
The degree of fiscal stimulus and its directness in targeting households and small businesses—combined with healthy budgets and pent-up demand—are likely to increase monetary velocity. WM’s Lisa Shalett discusses how this could drive inflation on Bloomberg.
MORGANSTANLEY.COM
Shalett: Monetary Velocity Picking Up | Morgan Stanley
The IRS has extended the federal tax filing deadline for individuals from April 15th to May 17th. See how this may affect you by clicking the link below for more information.
IRS.GOV
Tax Day for individuals extended to May 17: Treasury, IRS extend filing and payment deadline | Internal Revenue Service
