5 Investment Lessons From The Pandemic

2021 Midyear Investor Outlook: A Tricky Transition

Mapping an investment approach for what Morgan Stanley strategists call a “hotter and shorter” midcycle transition may be anything but straightforward. Investors may need to reconcile early-cycle timing, midcycle conditions and pricey late-cycle valuations — especially for U.S. equities — while also factoring in potential inflation, policy changes and higher corporate taxes.

5 Investment Lessons From The Pandemic

Inflation Expectations Are Up. Should Investors Worry?

Economic growth is picking up as the vaccine rollout gains speed, commodity prices are heading higher, the government is proposing another large fiscal aid package, and the Federal Reserve is pledging to keep its very easy monetary policy intact for the foreseeable future. Not surprisingly, inflation expectations are rising. Given these factors, how concerned should investors be about inflation? Here’s our take on the current situation, and what investors can consider doing now.