morgan stanley

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Macro

International investors, CEOs worried about rule of law, politics in US, says Gene Sperling

The former adviser to both President Clinton and Obama addresses key risk factors for international investors.
Tom Richardson
Livewire Markets
Equities

Morgan Stanley dismisses rate cut doves, tips single Fed cut in 2025

The investment bank shrugged off soft US inflation data and trade turmoil to forecast one US Fed cut this year.
Tom Richardson
Livewire Markets
Commodities

Morgan Stanley says this key factor pushing gold to record highs is now the single biggest risk

Morgan Stanley said the main driver of gold's epic bull run since 2022 is central bank buying, but this could reverse on one risk factor.
Tom Richardson
Livewire Markets
Equities

The Australian dollar is near five-year lows and these 4 ASX sectors stand to benefit

Plus, how high is the bar for the ASX-listed banks in 2025?
Hans Lee
Livewire Markets
Views from the Top

Morgan Stanley’s Chris Nicol on equity strategy, rates, the Aussie dollar, and capital management

In this wide-ranging interview, Nicol unpacks the key factors impacting markets right now and what they could mean for your portfolio.
Chris Conway
Livewire Markets
Asset Allocation

ASX large cap resources the new home for quality earnings, says Morgan Stanley

Their main argument is that the price cycle for this sector may be more bullish and last longer than investors expect.
BHP
PDN
+6
Hans Lee
Livewire Markets
Equities

The sector that benefits most from a "late cycle" stock market

Morgan Stanley's Chief Investment Officer shares his views on markets.
+3
Hans Lee
Livewire Markets
Asset Allocation

How to invest $1 million in FY25

With the help of two expert asset allocators, Alex Ventelon from Morgan Stanley and David Cassidy from Wilsons Advisory.
Ally Selby
Livewire Markets
Macro

Morgan Stanley’s mid-year outlook and implications for Australian investors

Morgan Stanley recently updated its macro and market assumptions for 2024 and 2025. We present the key take outs and implications.
Alexandre Ventelon
Morgan Stanley Wealth Management
Equities

Morgan Stanley's pick of the Aussie utility companies

The investment bank's analysts cast their eyes over Australian utility companies and provide guidance on what to look for this August.
AGL
APA
+1
William Heine
Livewire Markets
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