Morgan stanley secular growth stocks 2020

Morgan Stanley's economists project that global GDP growth will increase from 3.0% in 2019 to 3.2% in 2020. For the U.S., they forecast GDP growth in 2020 to be much lower, at 1.8%.

Morgan Stanley's Mike Wilson is advising clients to dump growth stocks and buy defensive names, saying "demand destructive" tariffs are fanning recession fears. Morgan Stanley's chief equity strategist Michael Wilson writes "the greatest risk in the equity market remains in growth stocks where expectations are too high and priced." Morgan Stanley includes Alphabet, Amazon and Netflix in an annual update of its "Secular Growth Stocks" list. Compiled by the bank’s equity research department, the report highlights 25 stocks that are expected to grow strongly, independent of global economic conditions. It’s clear that investors continue to favor U.S. secular growth stocks, especially large-capitalization technology names that can continue to grow even if the economy doesn’t. They also favor defensive sectors, such as consumer staples and utilities, over cyclical sectors, such as financials, industrials, energy and commodities, which are linked to economic growth.

All of the companies on Morgan Stanley's list are expected to have compound annual growth rates of 10% for earnings, revenue or both over the next three years.

25 Nov 2019 Morgan Stanley favors non-U.S. stocks at this point, and suggests that global GDP growth will increase from 3.0% in 2019 to 3.2% in 2020. 27 Nov 2019 However, back in 2016, Morgan Stanley predicted that Tesla would sell only 246,000 cars in 2020. The company sold 208,000 in the first three  Morgan Stanley includes Alphabet, Amazon and Netflix in an annual update of its "Secular Growth Stocks" list. Compiled by the bank's equity research  10 Mar 2020 Morgan Stanley says fast-growing software companies, especially SaaS stocks, with ample secular growth opportunities," the Morgan Stanley report said. Heading into 2020, many software growth stocks had premium 

In a new report, “Beyond Secular Stagnation," Morgan Stanley’s Global Investment Committee deconstructs the consensus view by examining some of the most frequently-cited drivers of secular stagnation. The conclusion: the same headwinds that have impeded growth are now poised for an about-face.

24 Jan 2020 Explore Morgan Stanley Research's Big Debates for 2020, this year's across dozens of areas, from secular themes to regional economic outlooks. Economic and corporate earnings growth in Europe are expected to improve modestly in 2020—but the real story this Value stocks have the most to gain. 25 Nov 2019 Morgan Stanley favors non-U.S. stocks at this point, and suggests that global GDP growth will increase from 3.0% in 2019 to 3.2% in 2020.

It’s clear that investors continue to favor U.S. secular growth stocks, especially large-capitalization technology names that can continue to grow even if the economy doesn’t. They also favor defensive sectors, such as consumer staples and utilities, over cyclical sectors, such as financials, industrials, energy and commodities, which are linked to economic growth.

5 Dec 2019 In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. -Morgan Stanley Updates On Secular Growth Strategists at Credit Suisse, who have set their end of year 2020 target for the  29 Nov 2018 Morgan Stanley includes Alphabet, Amazon and Netflix in an annual update of Inc (NASDAQ:NFLX 387.845 1.96%) to its 'Secular Growth Stocks' list. is poised for solid growth through 2020, according to Morgan Stanley. Morgan Stanley has released the stocks its analysts think could lose more than half their value within the next 12 to 18 months. These companies are "facing challenges that are independent of All of the companies on Morgan Stanley's list are expected to have compound annual growth rates of 10% for earnings, revenue or both over the next three years. Morgan Stanley's economists project that global GDP growth will increase from 3.0% in 2019 to 3.2% in 2020. For the U.S., they forecast GDP growth in 2020 to be much lower, at 1.8%. Morgan Stanley's Mike Wilson is advising clients to dump growth stocks and buy defensive names, saying "demand destructive" tariffs are fanning recession fears. Morgan Stanley's chief equity strategist Michael Wilson writes "the greatest risk in the equity market remains in growth stocks where expectations are too high and priced."

Wikimedia Morgan Stanley has updated its annual list of secular growth stocks. In a note published on Thursday, the firm highlighted 30 stocks that its analysts believe would thrive even if the global economy grows slower than they forecast.

All of the companies on Morgan Stanley's list are expected to have compound annual growth rates of 10% for earnings, revenue or both over the next three years. Morgan Stanley's economists project that global GDP growth will increase from 3.0% in 2019 to 3.2% in 2020. For the U.S., they forecast GDP growth in 2020 to be much lower, at 1.8%.

Morgan Stanley Investment Management (MSIM) is the asset management division of Morgan Stanley. WAM is the weighted average maturity of the portfolio. The WAM calculation utilizes the interest-rate reset date, rather than a security's stated final maturity, for variable- and floating- rate securities.