Why gridlock on the next U.S stimulus package—combined with election year uncertainty—suggests there could be more downside in September and October.
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Could the Correction Continue Further? | Morgan Stanley
See three reasons why market leadership is likely to shift in the next few months and how to prepare your portfolio. For the latest on the markets and the economy, read Wealth Management Chief Investment Officer Lisa Shalett’s weekly commentary:
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Make Way for New Market Leadership | Morgan Stanley
As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.
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Why Vaccine Discovery Is Just the Beginning | Morgan Stanley
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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A recent shift in Fed policy could fuel inflation over the intermediate term. So far markets are ignoring the risks, but that may change. Learn more:
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Why the Fed’s Inflation Shift is a Big Deal | Morgan Stanley
How to explain the steady, almost mechanical rise in markets despite often weak economic data? It may come down to expectations and trend lines.
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Are Markets Really “Disconnected”? | Morgan Stanley
Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?
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The New Definition of “Peak Oil”? | Morgan Stanley
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.
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Should Investors Prepare for No Stimulus? | 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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With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks.
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Near-term Correction; Long-term Recovery? | 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
We expect volatility to remain high for the next two to three months as our fragile economy absorbs some recent disappointments. Learn more:
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How Policy Uncertainty May Have Caused Latest U.S. Correction | 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
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.
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Time to Reconsider Conventional Investing Wisdom | Morgan Stanley
China could represent an attractive long-term strategic investment opportunity. Here’s why:
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3 Reasons Investors Shouldn’t Overlook China’s Economic Rebound | 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
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
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
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Preparing for a Post Pandemic Market | 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
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:
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you.
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These Steps May Reduce Your Taxes | Morgan Stanley
On this special edition of the podcast, we discuss the outlook for sustainability and ESG investing in 2021 with some key themes for investors to watch.
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What’s in Store for ESG Investing? | 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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Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout.
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Understanding the Volatility Playbook | Morgan Stanley
2020 was a year of change, including in tax law! Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help.
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
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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Emerging markets are up nearly 30% in the past three months. See why we think more gains are ahead, especially in Asia:
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5 Reasons Emerging Markets Are Just Getting Started | Morgan Stanley
