November Themes

November Themes Won't Last: Morgan Stanley

So you capitalized on the post-election surge in U.S. equities, and gained equally by being short Mexico. Now what?

Investors might want to consider newer bets because this could be the end of easy street – industry- and country-focused themes don’t last longer than a month or two, according to Morgan Stanley.

In November, MSCI USA delivered 3.6% returns, while the MSCI . . .


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