Below, please find June’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The July issue includes:
“Chipflation” With just three main global suppliers of semiconductor memory chips, it is tempting to see the recent price surge as a supply problem. But according to Morgan Stanley & Co. Research’s Shawn Kim, rising demand is the real cause—and as a result, the price rise may mark a structural reset.
“The Wide World of Sports Investing” In our Q&A, Ares’s Mark Affolter explains how a form of entertainment has evolved into an investable asset class. With soccer’s World Cup underway, Affolter and MS & Co. Research analyst Sean Diffley discuss the economic fundamentals, the latest trends and what drives the potential for resilience in sports assets.
“Unlocking Biopharma’s Next Step: AI and Productivity” The potential for AI to improve drug development is exciting, but investors are waiting to know how much, when, and how. MS & Co. Research analyst Sean Laaman explains what has changed so far and what investors should watch for in the coming months.
