Coronavirus recession outlook: Why Morgan Stanley is best positioned - Business Insider

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Here's why Goldman Sachs analysts think Morgan Stanley's stock will be Wall Street's big winner if a full-blown coronavirus recession strikes

Morgan Stanley is also less exposed to credit risk, analysts said, pointing to the bank's smaller bank loan book. Loans comprise around 15% of its total balance sheet, while they stand at about 40%, on average, for its big-bank peers.wealth management

arm has become a more central part of its overall business in the decade since the global financial crisis, shifting away from more volatile businesses like trading. Wealth is typically seen as a more reliable, durable business as clients usually lock in with steady fees for many years. Some 50% of Morgan Stanley's overall revenue come from its wealth and asset management businesses, the Goldman Sachs analysts pointed out, relative to around 20% for big-bank peers. At the same time, Goldman Sachs listed lower market levels posing a risk around the existing assets in Morgan Stanley's $2.7 trillion wealth management business. that's set to close later this year.

"Moreover, if we do see GDP growth expectations stabilize in the context of a 0% interest rate environment, MS screens as best positioned, given that low interest rates have historically catalyzed investors to allocate more assets into equities as they seek yield," Ramsden's team wrote, pointing to the wealth and asset management opportunity.

 

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