Lisa Shalett

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, shares her extensive knowledge in asset management, having held leadership roles at major firms. She discusses the challenges of adapting to the 'Great Normalization' in markets, emphasizing the psychological barriers investors face during downturns. Shalett highlights the role of technology in enhancing client services and the exciting potential of generative AI in investment strategies. With a journey spanning significant mergers, she reflects on the future of wealth management and the importance of personalized financial planning.

Lisa Shalett, CIO of Wealth Management at Morgan Stanley, shares her insights on the shifting landscape of the U.S. economy and markets post-Fed Chair Jay Powell's testimony. Mohamed El-Erian, President of Queens' College, Cambridge, weighs in on the latest inflation data, addressing challenges and expectations surrounding Federal Reserve policies. The discussion also touches on the potential impacts of tariffs, market volatility, and inflation on businesses, revealing how these factors intertwine to shape financial strategies and consumer experiences.

Lisa Shalett, CIO of Wealth Management at Morgan Stanley, shares insights on asset allocation strategies as the S&P 500 hits a strong week, emphasizing adaptability amid market volatility. Meanwhile, Rep. Mike Lawler discusses the contentious tax bill negotiations in Congress, shedding light on the tug of war between tax cuts and fiscal responsibility. Their conversations explore the current economic landscape, touching on the Federal Reserve's policies, labor market dynamics, and the implications of proposed budget changes.

Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management, discusses forecasting expected returns, cross-asset correlations, and unique considerations for investors in the current market environment. Topics include estimating returns over different horizons, impact of inflation on asset classes, central bank interventions on market dynamics, and questioning traditional mean reversion strategies.

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, shares insights on market trends and warns of a wave of policy proposals impacting investor confidence. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses her anticipation of increased market volatility. Anna Nikolayevsky, Founder of Axel Capital Management, highlights a consumer slowdown as people shift towards cost-saving measures, reiterating the challenges facing the technology sector and its implications for investment strategies.

Lisa Shalett, Chief Investment Officer of Morgan Stanley Wealth Management, discusses long-term investors’ biggest concern – the amount and timing of interest rate moves. They also talk about the current market backdrop, the impact of interest rates on the equity market, market liquidity and the question of cash, and implications of higher real rates on valuations and portfolio construction.

Julian Emanuel, Chief Equity & Quantitative Strategist at ISI Evercore, and Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, dive into the evolving market landscape. They discuss the transformative impact of AI in 2025 and its implications for investing strategies. Rising bond yields are reviewed alongside impressive European earnings. The guests emphasize the need for cautious, long-term investment approaches while navigating Federal Reserve challenges and market volatility. They also highlight the increasing importance of tech earnings and operational efficiency.

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses rising inflation risks and market strategies amid political shifts. Jon Lieber, Managing Director at Eurasia Group, shares insights on the entrenched views of Trump and Harris affecting voter sentiment. Jessica Taylor, Senate and Governors Editor at The Cook Political Report, emphasizes the correlation between presidential and senate races. Together, they navigate the impact of political dynamics on market stability and investor strategies as election day approaches.

Roger Ferguson, former Vice Chairman of the Federal Reserve, joins Lisa Shalett, Chief Investment Officer at Morgan Stanley, Torsten Slok, Chief Economist at Apollo Global, and Peter Rawlinson, CEO of Lucid Motors. They unpack the global stock plunge, addressing market fears and economic signals. The panel discusses investment strategies amidst recession concerns and the implications of the DOJ's victory over Google. Rawlinson shares insights on Lucid’s performance, reflecting on challenges and future growth in the electric vehicle market.

Lisa Shalett, member of Morgan Stanley’s Wealth Management Division, and Andrew Sheets discuss the potential impact of higher interest rates on various asset classes, focusing on credit markets. They also explore the dynamics and disparities in the credit markets, unintended risks of high concentration in mega-cap tech stocks, and navigating uncertainties in economic scenarios and stock performance.