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Special Reports
Special Reports
On the Markets
Inside you'll find the Global Investment Committee's (GIC) outlook on 28 regions, asset classes and currencies. The publication also features tactical asset-allocation recommendations and a table of model portfolios and includes commentary on alternative investments, such as hedge funds, private equity and real estate.
Let's Get Real
November 2009
- “Let's Get Real” – Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
- “Higher Prices, Lower Volatility” – Not only have the emerging markets outpaced the developed markets in global equity rally, the volatility of the markets is also starting to decline. Emerging Markets Strategist Barbara Reinhard explains this phenomenon and what it means.
- “Nine Signposts for 2009” – For the first time this year, all nine indicators merit a reading of “improvement.”
The Morgan Stanley Smith Barney Global Investment Committee
The Global Investment Committee is made up of senior professionals and noted authorities from across the firm. To help support your Financial Advisor advisor and you, the GIC is responsible for finding–and generating–some of the best thinking on investing.
Meet the Global Investment Committee
Ask your Financial Advisor advisor how the Global Investment Committee can help you meet your goals—and be sure to stay abreast of its findings by reading the Monthly Meeting Summary.
For more information, please contact your Financial Advisor.