Equity Market Commentary - May 2021

Takeaways & Key Expectations

Equity Market Commentary - May 2021

May 24, 2021

In the most recent Slimmon’s TAKE, “Tough to be Bearish When Wall Street Has Whiffed”, Andrew discusses the risks of not understanding key assumptions that “expert” analysts are using to make predictions about the market and the reasons to be bullish as those analysts adjust their estimated earnings numbers upward.

Click on the PDF to read the full commentary.

Download PDF

Select Author(s) For Icon

Right Click Edit

Select Product(s)

Right Click Edit

Related Insights

Takeaways & Key Expectations

Equity Market Commentary - Sept 2021

10-Sep-2021

In his September TAKE, Andrew Slimmon discusses, region by region, where he and his Applied Equity Advisors team see the best equity opportunities and how their portfolios are positioned.

Takeaways & Key Expectations

Equity Market Commentary - July 2021

14-Jul-2021

In his July TAKE, Andrew Slimmon and the AEA team share their thoughts on the latest equity selloff in China.

Takeaways & Key Expectations

Equity Market Commentary - June 2021

16-Jun-2021

In his June TAKE, Andrew Slimmon shares a number of historical market precedents that may provide insight regarding current equity markets and investor behavior.

IMPORTANT DISCLOSURES

The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) or the views of the firm as a whole, and may not be reflected in all the strategies and products that the Firm offers.

This general communication, which is not impartial, is for informational and educational purposes only, not a recommendation. Information does not address financial objectives, situation or specific needs of individual investors.

Any charts and graphs provided are for illustrative purposes only. Any performance quoted represents past performance. Past performance does not guarantee future results. All investments involve risks, including the possible loss of principal.

Prior to making any investment decision, investors should carefully review the strategy’s / product’s relevant offering document. For the complete content and important disclosures, refer to the link above. review the strategy’s / product’s relevant offering document. For the complete content and important disclosures, refer to the link above.