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.

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.