2022 Global Investment Strategy Outlook | Morgan Stanley (2024)

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What is Morgan Stanley's prediction for 2022? ›

Monetary policy is likely to tighten but less than investors fear, while strong capital expenditures, improving supply chains and other normalizing forces add up to Morgan Stanley's above-consensus outlook of 4.7% GDP growth for 2022.

Earnings Recession in 2023 to Transition to Strong Recovery in 2024. Morgan Stanley Research strategists think U.S. corporate earnings could decline 16% in 2023 but stage a comeback in 2024 and 2025.

The cost-of-living crisis, tightening financial conditions in most regions, Russia's invasion of Ukraine, and the lingering COVID-19 pandemic all weigh heavily on the outlook. Global growth is forecast to slow from 6.0 percent in 2021 to 3.2 percent in 2022 and 2.7 percent in 2023.

Biogen Inc (NASDAQ:BIIB) is amongst its top favorite biotech stocks for 2024. In addition to Walt Disney Co (NYSE:DIS), Intel Corp. (NASDAQ:INTC) and NextEra Energy Inc. (NYSE:NEE), Biogen is a top stock recommendation from Morgan Stanley.

Global equity markets are likely to remain challenged in 2024 as the world transitions to a regime of higher trend inflation and interest rates. This transition could generate shifts in earnings growth expectations, triggering volatility. Close attention to risk management will be needed.

2024 Outlook: We believe the market environment in 2024 will continue to support private credit, particularly as private equity activity increases.

Fitch Ratings - New York - 30 Oct 2023: Fitch Ratings has affirmed Morgan Stanley's (MS) Long-Term Issuer Default Rating (IDR) at 'A+' and its Short-Term IDR at 'F1'. The Rating Outlook is Stable.

Is Morgan Stanley stock a Buy, Sell or Hold? Morgan Stanley stock has received a consensus rating of buy. The average rating score is and is based on 51 buy ratings, 26 hold ratings, and 4 sell ratings.

As central banks continue their campaigns to slow inflation, both the U.S. and Europe are likely to avoid recessions, but Morgan Stanley Research economists believe global GDP growth will slow to 2.9% in 2023. That is down from 3.4% in 2022, albeit better than the 2.2% growth economists predicted late last year.

The baseline forecast is for global growth to slow from 3.5 percent in 2022 to 3.0 percent in 2023 and 2.9 percent in 2024, well below the historical (2000–19) average of 3.8 percent.

What is the fastest growing economy in 2024? ›

By far the largest economy to make the IMF's high growth projection list is India, the world's most populous country. Other Asian countries with strong growth prospects in 2024 include Mongolia (6.5%), Tajikistan (6.5%) and the Philippines (6.2%).

The United States of America, China, Germany, Japan, and India are the largest economies in the world in 2024, as per their GDP data.

Morgan Stanley main competitors are Credit Suisse, Goldman Sachs, and Deutsche Bank. Competitor Summary. See how Morgan Stanley compares to its main competitors: JPMorgan Chase & Co. has the most employees (255,351).

Bankers continue to regard Goldman Sachs as the world's most prestigious bank, followed (as always) by Morgan Stanley and JP Morgan. Credit Suisse and UBS lost the most ground in 2022 while LionTree Advisors' reputation improved the most in the eyes of bankers.

Their technology team is often regarded as one of the best in the industry and they are often selected as lead bookrunner on technology IPOs.

Morgan Stanley stock has received a consensus rating of buy. The average rating score is and is based on 51 buy ratings, 26 hold ratings, and 4 sell ratings.

After a rash of downgrades to start the year, analysts are now cautiously optimistic about AAPL stock. The consensus rating is a “Moderate Buy,” with a mean target price of $204.88.