The Fortress Group at Morgan Stanley

Wishing everyone a happy and healthy New Year!

‘Tis the season for joy, love and peace. Merry Christmas!

Despite the highly unusual circumstances surrounding 2020, the global economy’s resiliency could mean a strong investment landscape in 2021. The firm’s economists, analysts, strategists and portfolio managers share insights on the road to recovery.

Amid the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.

Stocks rally, led by healthcare and tech, as markets react to initial election results. Read more in the 1% Move report:

My team, the Fortress Group at Morgan Stanley, is hosting a virtual market commentary on Tuesday, October 13th, at 6pm PDT via Zoom. Our guest for the evening is Andrew Opdyke, from First Trust, who will discuss election What-if scenarios (Biden win? Trump win?), job and tax implications and other important economic factors during this economic contraction and election year.