Lisa Shalett on Bloomberg: Look Beyond the Cap-Weighted Index

Wealth Management — March 5, 2024

How should you invest as the rationale for the equity rally shifts almost uninterruptedly from a narrative about imminent Fed rate cuts to one focused on stronger growth and earnings? Morgan Stanley Wealth Management Chief Investment Officer Lisa Shalett tells Bloomberg why she believes the answer is to broaden out beyond passive exposure to market-cap-weighted stock indices.

                                  Watch the Video (2:06 - 4:11; 8:31 - 11:01; 19:01 - 21:05) 

Lisa Shalett is Morgan Stanley Wealth Management’s chief investment officer, chair 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.