Below, please find April’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook. Also attached, is a report on tariffs in response to recent market volatility.
The April issue includes:
“Opportunities in Midcap Equities” Multiple tailwinds, including those related to valuation and policy developments, support the case for investing in midcap US equities. Morgan Stanley Wealth Management investment strategist, James Ferraioli, details the fundamental, quantitative and thematic arguments for the diverse cohort.
“Who Let the DOGE Out?” Morgan Stanley & Co.’s chief US economist, Michael Gapen, examines the implications of federal spending cuts on the economy at large. With potential DOGE cuts concentrated in items with high fiscal multipliers, the impact could be greater than some have assumed.
“The Tariff Playbook: Mitigation Strategies” With threats from tariffs lingering, Ariana Salvatore, a strategist on MS & Co.’s Thematic Research and Public Policy Strategy teams, outlines key approaches corporations can adopt to alleviate their impact.
