Asset Allocation
Why Wall Street Is Eyeing a Correction Coming Soon
Numerous strategists think things are getting dicey as we enter stocks’ lousiest month historically.
Tag: Morgan Stanley
Risk
Here’s Morgan Stanley’s Method of Girding for a Rocky Market
The firm’s Mike Wilson urges the use of a ‘barbell strategy’ to cushion the blow from a downturn—or higher rates.
Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
Asset Allocation
Why Morgan Stanley Thinks These Stocks Are the Bomb
The Wall Street house gives its semi-annual picks on what can do well in any economy.
Market Moves
Market Killjoys: BlackRock, Goldman, RBC, Morgan Stanley
They all see a halt to the strong stock rally—anyway the third quarter is usually the worst.
Market Moves
There’s a Rolling Correction Happening in Stocks, Says Morgan Stanley’s Wilson
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.
Market Moves
Get Out of Consumer Discretionary Stocks, Morgan Stanley Urges
Their run is done, and staples are the better choice in the next market phase, says strategist Mike Smith.
Market Moves
Post-COVID Stock Picks: Morgan Stanley Highlights Its Recovery Plays
McDonald’s, Exxon, and Lamar Advertising are on their winners’ list.
Market Moves
Morgan Stanley: Buy Inflation-Sensitive Stocks
A batch of names do very well when modest inflation kicks in, the firm says. Their performance lately is a mixed bag, however.
Market Moves
Finally, Financial Stocks Are Poised to Rise, Says Credit Suisse
A better economy and higher interest rates should propel the woebegone sector in 2021 and 2022, it argues.
Why Venture Capital Is Doing So Well
With stocks and bonds offering meager futures, pension plans and other investors find under-appreciated VC beats another alt, private equity, which grabs all the attention.
Market Moves
Don’t Sweat the Stimulus Delay, Morgan Stanley Sage Says
Trump’s axing relief package talks till after the election won’t harm the recovery, Mike Wilson argues.
Market Moves
Nasdaq 100 Is Just Halfway Through Its Plunge, Says Morgan Stanley
The firm’s Michael Wilson sees a further reckoning for the home of the biggest tech names.
Market Moves
Ebbing M&A Activity May Just Be Rebounding, Says Wells Fargo
The economic slump has held down merger action in 2020.
Risk
A Bad Sign? Lots of Corporate Insiders Are Selling Shares
This indicator has presaged two previous peaks, although its long-term record as a predicter is mixed.