November Themes Won't Last: Morgan StanleyBala Murali Krishna
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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