Lisa Shalett

Angelo Kourkafas, senior investment strategist at Edward Jones, on client reactions and disciplined positioning. Lisa Shalett, CIO at Morgan Stanley Wealth Management, on market resilience, thematic investing, and wealth positioning. Lindsay Rosner, head of multi-sector investing at GSAM, on geopolitical risk, oil effects, and sector moves. Troy Lutka, senior U.S. economist at SMBC Nikko, on CPI, Fed timing, and stagflation risks.

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, dives into the complexities of managing investments in a high inflation environment. She discusses whether current inflation is a temporary spike or a sign of a structural shift. Key topics include the impact of AI and infrastructure on demand, the political constraints on policy measures, and how energy costs could exacerbate inflation. Lisa also shares strategies for investors to diversify portfolios and hedge against inflation risks.

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.

Claudia Sahm, a labor-market economist known for recession signals, analyzes quirky January payroll revisions. Diane Swonk, a veteran macro economist, examines uneven labor recovery and K-shaped effects. Jurrien Timmer, Fidelity’s global macro lead, makes the case for a multi-year rotation into international and value. Lisa Shalett, Morgan Stanley CIO, talks AI’s portfolio impact and shifting fixed-income and alternatives positioning.

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, Chief Investment Officer for Morgan Stanley Wealth Management, discusses the potential end of American market dominance with Andrew Sheets, Head of Corporate Credit Research. They explore the pillars of American exceptionalism and the implications of shifting fiscal policies. The conversation dives into globalization's evolving dynamics, the impacts of deglobalization on U.S. corporations, and the sustainability of American market performance amid growing economic inequalities.

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 at Morgan Stanley Wealth Management, analyzes the resilience of the U.S. consumer amidst rising credit stress and discusses the optimistic projections for AI's impact on earnings. Stephanie Roth, Chief Economist at Wolfe Research, forecasts payroll dynamics and explores the delicate balance between growth and inflation concerns. Kay Herr, CIO at J.P. Morgan, offers insights on long-dated corporate debt and Fed policy expectations. Lastly, Rep. French Hill talks about tariff dividend checks and congressional priorities on housing affordability.

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.