Global Debates Playbook: 2011 Outlook – Rebalancing Toward the Positive

For 2011, Morgan Stanley's cross-asset strategy team is constructive on risky assets, but views the risk skew as asymmetric to the downside. Morgan Stanley strategists expect the same three pillars – U.S. growth, sovereign debt trouble, and the China/EM story – to influence markets in 2011 as in 2010.
Read the December 13 report.

See also Morgan Stanley's other 2011 Global Strategy Outlooks for Macroeconomics, Europe Equity, Asia / Global Emerging Markets Equity, Latin America Equity, Interest Rates, FX, Credit, and Commodities. 

In the publication Big Debates: 2011, Morgan Stanley's research analysts around the globe look at the industry- and company-specific investor debates that are likely to drive stocks in the upcoming year. Download Big Debates reports from our Asia-Pacific, Europe, Japan and North America-based research teams.

Footnotes
Morgan Stanley clients receive stock-specific information related to these reports upon their delivery. Additional information on recommended securities/instruments is available upon request. Please contact a Morgan Stanley advisor.

Please note that all important disclosures including personal holdings disclosures and Morgan Stanley disclosures appear on the Morgan Stanley public website at www.morganstanley.com/researchdisclosures.

© 2010 Morgan Stanley. The content of this site may not be reprinted, sold or redistributed in whole or in part without prior written consent from Morgan Stanley.

The research and other information provided on this site speaks only as of its date. We have not undertaken, and will not undertake, any duty to update the research or information contained on this site or otherwise advise you of changes in our opinion or in the research or information. Continued access to the research and other information is provided for your convenience only, and is not a republication or reconfirmation of the opinions or information contained therein.