Below, please find July’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The July issue includes:
“India: Policy Momentum Reinforces Our Constructive View” Given ongoing positive developments regarding macro stability and interest rates, the medium-term outlook for India is compelling, as detailed by Morgan Stanley & Co.’s chief Asia economist, Chetan Ahya.
“Seven Things to Know About Stablecoins” As GENIUS Act legislation pertaining to stablecoins makes its way through Congress, James Faucette, Morgan Stanley & Co.’s head of US fintech and payments research, outlines what investors need to know.
“Unanchored Term Premiums Brake Higher” Despite G7 inflation peaking in 2022, long-term, developed market government bond yields still hover near decade-plus highs amid rising term premiums. According to Alfredo Pinel of the Portfolio Construction & Cross-Asset Strategy team in Morgan Stanley Wealth Management’s Global Investment Office, the implications could prove substantial.
