MORGAN STANLEY: The stock market is entering a new phase of a playbook that's thrived in past recessions. Here's how to tweak your portfolio to take advantage.
Morgan Stanley is updating its recession-investing playbook to reflect the unfolding recovery in economic activity.
He shared three sector recommendations and many more stock picks that would help investors position for this shift. As restrictions due to the coronavirus pandemic ease across the country, Morgan Stanley is recommending that investors do the same loosening in their portoflios.if your strategy has been to remain hunkered down as if we're still in February or March.
"If we take the historical cyclical playbook, our expected V-shaped recovery implies a sustained period of cyclical outperformance ahead," he said in a recent note to clients. MORGAN STANLEY: The market's hottest stocks are in danger of being disrupted to a degree not seen since the Great Recession. Here's how to adjust your portfolio for the coming shift.
He sees inflation recovering next year as demand for things that the pandemic had put on hold increases. Higher spending should translate to an improvement in overall gross domestic product. These conditions would imply that consumer confidence is stronger and lost incomes are recovering. Manufacturing activity as measured by the Purchasing Managers' Index is also expected to improve.
日本 最新ニュース, 日本 見出し
Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。
Look inside a converted Rhode Island fire station for sale - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
続きを読む »
Inside clash between Minneapolis police and union: Arradondo and Kroll - Business Insider[THREAD] 👇 Chief Medaria Arradondo — Minneapolis' first black police chief — once sued the city and the department, alleging racial discrimination. He’s attempted to institute meaningful reform, but has been met with resistance from the police union.
続きを読む »
Inside McDonald's response to George Floyd protests - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
続きを読む »
Stock picks to buy: 11 companies set to beat the market over 3 months - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
続きを読む »
Stock market crash: Historical checklist for new bull run not yet met - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
続きを読む »
What Trump insiders are saying, Silicon Valley's split, and how to invest - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
続きを読む »