Mark A. Alber, Financial Advisor at Morgan Stanley

What are the challenges to getting new infrastructure legislation passed? Is inflation here to stay? Subscribe to Thoughts on the Market Podcast for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.

MS & Co. CIO Mike Wilson is calling for a correction starting with small caps and away from low-quality and expensive growth stocks because the market is now pricing in more realistic valuations for overvalued businesses. Learn more:

Morgan Stanley Wealth Management’s Dan Skelly offers a sanguine view for markets 2-3 years out. Watch his interview on Bloomberg.

High demand for cloud computing and automation is giving rise to a new breed of tech company heavyweights.

S&P 500 rebounds for second straight day but still finishes the week 1.4% lower. Read more in the 1% Move report:

Excess savings and better-than-expected consumer spending could help create a stronger recovery than the Fed seems to expect. Wealth Management Chief Investment Officer Lisa Shalett explains why.

Market leadership is shifting from early-cycle to mid-cycle investments, and investors should position accordingly. See how:

What are the hurdles we face before wide adoption of electric vehicles? Will coal country support green energy? Subscribe to Thoughts on the Market Podcast for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.

Value stocks tend to outperform growth when economic growth is above average and inflation expectations are expanding. Morgan Stanley’s Lisa Shalett explains why now is such a time.

What sectors could benefit most from infrastructure spending? What investor trends are worth following? Subscribe to Thoughts on the Market Podcast for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.

Stocks snap three-day string of losses as S&P 500 reverses higher on Thursday. Read more in the 1% Move report:

Inflation is the key to the secular bull market for stocks and secular bear market for bonds. The shift in policy from monetary to fiscal dominance is a significant change that may have big implications. Here's why:

As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets?

MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more:

Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more:

Learn about the gaining popularity of SPACs and why issuers, companies and investors are choosing it vs. IPOs.

Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report:

Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more: