Below, please find November’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The November issue includes:
“Vital Signs: Refocusing on Biotech” As rates drop, a new generation of small- and mid-cap biotech companies is maturing. According to Morgan Stanley and Co. Research health care analysts Sean Laaman and Terence Flynn, biotech may be poised to outperform as a result.
“Navigating the Consumer Credit Cycle” With subprime borrowers facing rising stress, Vishwanath Tirupattur, Morgan Stanley & Co.’s chief fixed income strategist and director of quantitative research, examines what it means for US consumer credit overall.
“Trade Tensions, the Shutdown and What’s Next” In our Q&A, PIMCO’s head of public policy, Libby Cantrill, discusses recent developments in policy and politics and what they may mean for portfolios.
