Wealth Management — Aug 22, 2022
An investment narrative focused on “peak inflation” and “peak Fed” has spurred a rush back into growth stocks, but that may be premature as earnings come under pressure, says Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer.
Appearing on CNBC’s “Closing Bell: Overtime,” she explains why markets will likely retest recent lows and where she sees pockets of relative value, including sectors like Energy, Materials, Mining, Financials and Health Care.
Lisa Shalett is Morgan Stanley Wealth Management’s chief investment officer, a member of the Global Investment Committee and a regular contributor to CNBC, Bloomberg and other financial news outlets, where she helps sift the signal from the noise.
Visit Wealth Management Portfolio Insights for more market commentary and insights from Lisa and her team at Morgan Stanley.