Rudi's View: Investment Insights
By Rudi Filapek-Vandyck, Editor
Morgan Stanley has tempered investor enthusiasm for 2026, forecasting slower US economic growth and sticky inflation.
“it’s an active trader’s market, not an investor’s market”
The firm favors larger cap and quality companies, as well as gold, with a focus on maximum portfolio diversification.
- Expected US equity gains: 5%-10% in 2026
- Projected S&P500: 7200