Morgan Stanley’s Lisa Shalett says Big Tech’s retreat presents ‘idiosyncratic’ stock-picking moment
We have to ask ourselves which companies are going to be able to sustain earnings momentum and which are not,” Shalett said.
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Shalett: Nvidia's hypergrowth is maturing
Morgan Stanley Wealth Chief Investment Officer Lisa Shalett joined Bloomberg Open Interest to talk about the enthusiasm for ...
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Why individual investors may want to rethink a 'set-it-and-forget-it' strategy in 2025
In 2025, focusing on that index may not reap the same gains. "The set it, forget it is done," said Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management. A "torrid two-year ...
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Fed’s hawkish lean and the AI tech jolt are shifting the bull-market narrative: Morgan Stanley
Morgan Stanley Wealth Management (MSWM ... with the driver changing to earnings realization,” MSWM's Chief Investment Officer Lisa Shalett, said in a weekly report. Meanwhile, the bull-market ...
Big Tech Retreat Presents Stock-Picking Moment, Morgan Stanley’s Shalett Says
The monolithic dominance of Big Tech made life miserable for stock pickers in recent years. With the group reaching a ...
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Why individual investors may want to rethink a ‘set-it-and-forget-it' strategy in 2025
"The set it, forget it is done," said Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management. A "torrid two-year stretch" prompted the S&P 500 to gain around 70%, but that ...