‘Macro and Micro Fundamentals Support Risk Assets’: Morgan Stanley Strategist Favors Stocks Over Core Fixed Income

Morgan Stanley chief cross-asset strategist Serena Tang says the firm remains constructive on risk assets for the rest of 2026 despite growing uncertainty tied to geopolitics, energy prices and credit markets. In a new Thoughts on the Market podcast episode, Tang says the bank expects the US economy and corporate earnings to remain resilient, while artificial […]
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