Morgan Stanley

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MORGAN STANLEY: This earnings season is the ‘moment of truth’ for stocks. Here’s why the signs are pointing to a major disappointment for investors.

First-quarter earnings are about to gear up, and Morgan Stanley’s chief US equity strategist is warning that the market is set for a “gut check.” Michael Wilson says investors will be disappointed and stocks gains will be limited unless those earnings reports include real signs that growth is picking up. He doesn’t think that’s going…


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A stock picker who’s dominating 92% of his peers breaks down his market-beating strategy — and reveals 5 stocks he loves, even as earnings growth dries up

The AB Concentrated Growth Fund, overseen by Jim Tierney, has outperformed its Lipper category on an annualized basis during his five years as its chief investment officer. His concentrated strategy requires that only about 15-20 stocks are in the portfolio at any given time. In an interview with Business Insider, he detailed the numerical and…


Forget the yield curve. Morgan Stanley says investors should be focused on a superior recession signal — one that’s threatening to flash by year-end.

Forget the yield curve. Morgan Stanley says investors should be focused on a superior recession signal — one that’s threatening to flash by year-end.

Unless you’ve been living under a rock for the past several days, you’ve probably been swept up in yield curve mania. Friday marked a momentous occasion for the bond market, as the spread between 3-month and 10-year US Treasurys slipped into negative territory — or “inverted” — for the first time since 2007. This set…


Where to find the highest-yielding postcodes

Where to find the highest-yielding postcodes

All major cities have experienced sharp increases in gross rental yields as prices have fallen over the past 12 months, according to separate analysis by investment bank Morgan Stanley.Rental yields show how much cash a property is generating, or the rental income as a percentage of the asset’s value. The national average for apartments has…


‘Train smash for the auction system’

‘Train smash for the auction system’

“It’s bad, not worse,” according to Morgan Stanley analysis. “The downside of accelerating declines looks to have abated for now, but nothing (in February data) suggests a trough in prices in 2019.”That means falling property prices will continue to be a drag on consumer spending as the wealth effect goes in reverse, which means consumers…




MORGAN STANLEY: Stocks are barreling towards a long earnings recession, and an investing strategy to survive the drought is already crushing the market

MORGAN STANLEY: Stocks are barreling towards a long earnings recession, and an investing strategy to survive the drought is already crushing the market

A decline in earnings growth during the first quarter won’t come as a shock to Wall Street. After all, analysts have already made the steepest cuts in years to earnings-per-share growth in the first quarter, and they may not be done downgrading yet. However, what Morgan Stanley has on its radar will come as a…