Beware of inflation rising again! Morgan Stanley recommends reducing exposure to the "Seven Giants" and "Trump Trades" in U.S. stocks
I'm PortAI, I can summarize articles.
Morgan Stanley Wealth Management advises investors to reduce exposure to large technology stocks and the "Trump trade," as inflation is expected to rise next year, bringing downside risks. Chief Investment Officer Lisa Shalett pointed out that since the U.S. elections, the S&P 500 index has risen by 27%, but the market's optimistic expectations for the economy may normalize, leading to slower growth and profits falling short of expectations. She recommends that investors reduce risk through tax-loss harvesting and is optimistic about sectors such as finance, energy, and residential real estate
Log in to access the full 0 words article for free
Due to copyright restrictions, please log in to view.
Thank you for supporting legitimate content.
Source: Zhitong The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments