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Morgan Stanley flags a postwar-style shift as bond yields may rise
The firm also points investors toward quality, large-cap stocks and AI adopters, alongside the S&P 500.
Morgan Stanley is warning that the market is entering what it describes as a post-World War II era shift, with bond yields potentially having more room to move higher, according to MarketWatch.
In that context, the bank is recommending a tilt toward quality stocks with large market capitalizations, with particular emphasis on companies that are positioned as artificial intelligence adopters.
MarketWatch adds that Morgan Stanley also highlighted the S&P 500 as a reference point within its broader outlook.
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