Morgan Stanley Investment Management is pleased to share our global investment teams’ views on the outlook for the twelve months ahead.
Our outlook for 2017 is upbeat over the near term. Investors currently have plenty of reasons to cheer: a thriving U.S. economy, stability in China and the long-awaited benefits of low-priced oil to consumer discretionary spending.
Andrew Harmstone, Managing Director of the Global Multi Asset Group discusses the danger of a “runaway train” in 2017 if inflationary pressures build.
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, is featured on the cover of Barron's discussing his original thinking around China, Russia as well as why the U.S., India and Germany are poised for growth.
Ruchir Sharma offers a system of 10 rules for distinguishing the good economies from the average and the ugly, in his new book The Rise and Fall of Nations: Forces of Change in a Post-Crisis World.