Below, please find October’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The October issue includes:
The Shape of Things to Yield: While Federal Reserve rate cuts clearly matter, Vishwanath Tirupattur, Morgan Stanley & Co.’s chief fixed income strategist and director of quantitative research, explains that the evolving slope of the yield curve may be more consequential.
The Nuclear Renaissance Is Here—What’s Next? As support for nuclear power grows, look for a substantial increase in new capacity. Tim Chan, MS & Co’s head of sustainability research for Asia Pacific ex Japan, and Stephen Byrd, global head of thematic and sustainability research, examine the factors driving the nuclear renaissance theme.
A New Era in Infrastructure: In our Q&A, EQT’s Alex Greenbaum discusses the forces impacting infrastructure expansion, detailing the investing environment and its opportunities and risks.
