Morgan Stanley is updating its recession-investing playbook to reflect the unfolding recovery in economic activity.
He shared three sector recommendations and many more stock picks that would help investors position for this shift. As restrictions due to the coronavirus pandemic ease across the country, Morgan Stanley is recommending that investors do the same loosening in their portoflios.if your strategy has been to remain hunkered down as if we're still in February or March.
"If we take the historical cyclical playbook, our expected V-shaped recovery implies a sustained period of cyclical outperformance ahead," he said in a recent note to clients. MORGAN STANLEY: The market's hottest stocks are in danger of being disrupted to a degree not seen since the Great Recession. Here's how to adjust your portfolio for the coming shift.
He sees inflation recovering next year as demand for things that the pandemic had put on hold increases. Higher spending should translate to an improvement in overall gross domestic product. These conditions would imply that consumer confidence is stronger and lost incomes are recovering. Manufacturing activity as measured by the Purchasing Managers' Index is also expected to improve.
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