SCOUT· 44%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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“Thanks Mike. You called the leadership change a while ago”
“If Fed hikes, market will fall initially. As simple as that.”
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