Copyright © Michael Wilson, Chief Equity Strategist, Morgan Stanley
Related Posts
From Gray Areas to Green Lights: U.S. Digital Assets Enter the Mainstream
by Blake Heimann, Senior Associate, Quantitative Research, WisdomTree Key Takeaways In July 2025, the U.S. took a major…
Rob Arnott: Reinventing Cap-Weighted Indexing
by Rob Arnott and Lillian Wu, Research Affiliates Key Points By design, the structure of traditional cap-weighted index…
On My Mind: The sound of sameness
US job growth for the year through March 2025 has seen a significant downward revision. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for the economy, the US Federal Reserve and investors going forward.
Return Stacking and Managed Futures: Rethinking Diversification Without Sacrifice
For decades, managed futures have been a cornerstone of institutional portfoliosâquietly delivering uncorrelated returns and cushioning market shocks.…
Premium Priced, Under Pressure: Why ISRGâs Valuation Leaves No Room for Error
by SIACharts.com Shares of Intuitive Surgical Inc. (ISRG), once a highly favored stock within the SIA S&P 500…
Reslicing the Pie: Making Room for Private Credit Exposure
by Brian Resnick, CFA, Director and Senior Investment StrategistâAlternatives, AllianceBernstein How should investors think about integrating private credit…
Concentration, Complacency, and the Case for Diversification
For years, the S&P 500 has looked like a rocket rideâpowered mostly by a handful of mega-cap tech…