The Terminus Group at Morgan Stanley

12/01/2022

As a challenging year winds down, opportunities have materialized in fixed income and emerging markets stocks. Learn more about our 2023 outlook in On the Markets. https://mgstn.ly/3Wra4mY

11/16/2022

In this season of thanks, The Terminus Group at Morgan Stanley would like to express gratitude and appreciation to our Senior Client Service Professional Michelle Rojas-Sterrett. Michelle has been in the Financial Services industry since 1991. Her depth of knowledge adds so much value to the team, and her excellent service skills result in an exceptional client experience. Thanks Michelle for being such a dedicated member of the team and a great friend!

The Terminus Group: https://advisor.morganstanley.com/the-terminus-group

11/11/2022

Whenever this rally is finished, it's pretty likely that we're going to end up making new lows, at least for the major averages. Hear more from Chief Investment Officer Mike Wilson:

11/02/2022

Rather than chase US equity indexes amid this rally, we prefer more reasonably valued select themes including health care, credit and Asia/EM stocks. Find out more in On the Markets. https://mgstn.ly/3Wra4mY

07/01/2022

As legislators try to manage the U.S. and China’s economic relationship, outbound investors will want to keep tabs on potential policy coming down the pipeline.

Looking back on the 2016 and 2020 elections, it is clear that elections can have a significant impact on the U.S. economic outlook. The question is whether the coming midterm elections have any meaningful implications.

06/30/2022

Talk of recession continues among investors and consumers alike, but last week saw a sharp rally in U.S. Equities. Is this just a blip or could U.S. equity markets rally further?

As price to earnings multiples fall and inflation continues to weigh on the economy, long term earnings estimates may still be too high as the risk of a recession rises.

04/02/2022

As the Fed kicks off a new rate hiking cycle, investors are looking back at the previous hiking cycle to ease their concerns today. Head of Public Policy Research and Municipal Strategy Michael Zezas and Global Head of Macro Strategy Matthew Hornbach discuss.

With the rising cost of oil comes concerns around economic growth, but the distinction between the impact in Europe and the US is important, presenting both challenges and opportunities for investors.

03/17/2022

This week the market turns to the Federal Reserve as it eyes challenges to growth while remaining committed to combating high inflation with its first rate hike of the tightening cycle.

01/13/2022

The mid-cycle transition has been well established at this point--but it remains incomplete. So far, we have experienced a rolling correction across many asset categories. Learn more of MS & Co. CIO Mike Wilson's views:

01/04/2022

A new year could bring new investment opportunities even if the market narrative isn't changing much. Read the latest On the Markets for our recommended approach to equities, including an emphasis on large-cap defensive quality:

12/09/2021

With the Fed indicating it will taper asset purchases on a more aggressive timeline, this is a distinct tightening of financial conditions. We think there is still more downside to valuations and we expect growth to disappoint expectations:

12/01/2021

The market environment isn't nearly as rich with opportunity as it was a year ago. That means investors must be more selective. We discuss sectors of interest in the latest On the Markets.