archiveMorgan Stanley

Stock Market

Morgan Stanley Predicts Stock Market Drawdown, Says There’s ‘Not a Lot of Upside’ to S&P 500

A top executive at Morgan Stanley says the US stock market currently looks underwhelming, with limited upside for the rest of the year. In a new interview with CNBC, Andrew Slimmon, senior portfolio manager for Morgan Stanley’s Investment Management division, says he’s not expecting the S&P 500 to be “substantially above” the 6,000 mark any time soon. Says Slimmon, “My base case for the year has been it’s a pause year. We’ve had two great years in a row and the market needs kind of a timeout, or a breather....
Currencies

Surging Asian Currencies Spur Hunt for Winners in Stock Markets

(Bloomberg) -- A recent surge in Asian currencies is shifting the outlook for the region’s equities, with money managers and strategists favoring stocks tied to local consumption and expecting a return of global funds. Most Read from Bloomberg Morgan Stanley strategists said they like markets including India and the Philippines, where stocks tend to be more geared toward domestic demand. They favor sectors such as real estate and financials. Aberdeen Investments prefers defensive plays like consumer and healthcare stocks, while Societe Generale SA sees India as a major beneficiary from...
Upcoming Investments

Real Estate Veterans Launch Arselle Investments, Focused on Investing Through Vertically Integrated Operating Platforms

LOS ANGELES, April 02, 2025--(BUSINESS WIRE)--Kev Zoryan and Aaron Greeno have joined together to form Arselle Investments (Arselle), a private real estate investment platform. Prior to Arselle, the founders held real estate leadership roles at Morgan Stanley Real Estate Investing (MSREI) and Dune Real Estate Partners (Dune). Zoryan most recently served as Managing Director of Morgan Stanley and Head of U.S. Asset Management for MSREI and its various private equity funds and before that, as Head of the West Coast and Co-Head of U.S. Acquisitions for MSREI. Greeno was most...
Stock Market

4 Tariff and Stock-Market Predictions for Trump’s ‘Liberation Day’

April 2nd, or what the White House is calling "Liberation Day," is inching closer, but investors aren't receiving any liberation from the volatility that's plagued the market for the last few months.Wednesday is shaping up to be the Super Bowl of trade policy as President Donald Trump's reciprocal tariffs are scheduled to take effect, and Wall Street experts are placing their bets on what will happen once they do.It's no easy task to predict Trump's unconventional foreign policy strategy. Just last week he hinted at softening his stance on reciprocal...