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Takeaways & Key Expectations
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September 10, 2021

Equity Market Commentary - Sept 2021

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Takeaways & Key Expectations

Equity Market Commentary - Sept 2021

Equity Market Commentary - Sept 2021

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September 10, 2021

 
 

In the most recent Slimmon’s TAKE, “Applied Equity Advisors Portfolio Positioning,” Andrew discusses his and his Applied Equity Advisors portfolio team views of equity opportunities around the world.  Should investors focus on value cyclicals or will the growth trade continue? Where do they see opportunities in Europe? Are they still long term bullish on China?  What about Japan?

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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.

 

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