Below, please find May’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The May issue includes:
“The Safe Haven Question” Evolving perceptions of the US economy and policymaking are challenging cross-asset relationships and leading to questions about trade strategy and Federal Reserve independence. Vishwanath Tirupattur, Morgan Stanley & Co. Research’s chief fixed income strategist and director of quantitative research, examines potential ramifications for foreign investment in US assets.
“Upgrading the Defense Industry” As the backdrop improves for US defense stocks, Kristine Liwag, MS & Co. Research’s senior aerospace and defense analyst, points to potential Defense Department budget increases and the degree of the industry’s insulation from tariff disputes.
“Location, Location, Location: Where to Invest in Real Estate Amid Volatility” In our Q&A, Morgan Stanley Investment Management’s Lauren Hochfelder discusses recent developments and secular trends in the commercial real estate market.
