Below, please find August’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The August issue includes:
Why Special Situations Investing Is “Special”: In our Q&A, Oaktree Capital’s Jordon Kruse and Matt Wilson discuss opportunities in the highly differentiated special situations strategy.
A Guide to OBBBA: Developing tax policy is multifaceted, and passage of the One Big Beautiful Bill Act was no exception. Morgan Stanley Wealth Management’s head of US Policy, Monica Guerra, and investment strategist Daniel Kohen review the legislation’s most significant features.
Surging Supply, Stalled Demand and Builder Buydowns: Complex inventory and interest rate dynamics have been contributing to slowing home price appreciation. Morgan Stanley & Co.’s US housing strategist, James Egan, explores what could be next for home sales and affordability trends.
