SCOUT· 43%5m·2026-09-15·MoneyThe Mid-Cycle Shift Equity Investors Shouldn’t Miss
Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership shifting toward higher-quality, asset-light companies with durable earnings. Read more insights from Morgan Stanley. ----- Transcript ----- Mike Wilson: Welcome to Thoughts on…
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What people are saying
“If Fed hikes, market will fall initially. As simple as that.”
“total b.s.. they have already switched on the short side”
“Thanks Mike. You called the leadership change a while ago”
“Priced in 4 rate hikes. good job market! XLE + XLV ❤️ Thank you Morgan Stanley for this channel. It's great as retail to hear some big players thoughts.”
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