Morgan Stanley’s Michael Wilson, the reigning No 1 portfolio strategist in Institutional Investor’s annual survey, who nailed last year’s interest-rate driven selloff in US equities and had held on to his bearish views through 2023, advancing the thesis that the bear market would move into a second phase driven by sharp earnings declines, now admits that he had got it wrong
Morgan Stanley’s Michael Wilson, the reigning No 1 portfolio strategist in Institutional Investor’s annual survey, who nailed last year’s interest-rate driven selloff in US equities and had held on to his bearish views through 2023, advancing the thesis that the bear market would move into a second phase driven by sharp earnings declines, now admits that he had got it wrong Morgan Stanley’s Michael Wilson, the reigning No 1 portfolio strategist in Institutional Investor’s annual survey, who nailed last year’s interest-rate driven selloff in US equities and had held on to his bearish views through 2023, advancing the thesis that the bear market would move into a second phase driven by sharp earnings declines, now admits that he had got it wrong Moneycontrol Latest News Read More
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