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The Mid-Cycle Shift Equity Investors Shouldn’t Miss
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Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership shifting toward higher-quality, asset-light companies with durable earnings.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast I’ll be discussing why inflation should not be a concern for equity investors.It's Tuesday, September 15th at 9 am in New York. So, let’s get after it.The markets have spent the past few months doing far more work than what most casual observers might think. Since early June, the…