Financial stock picks for a ‘multipolar world’ according to Morgan Stanley
U.S. Banking Dominance and Geopolitical Shifts: The U.S. currently holds a dominant position in global wholesale banking, controlling 45% of global asset ownership; however, geopolitical changes and trade policies may disrupt this status, prompting investors to reconsider U.S. assets.
Opportunities for Global Banks: Analysts suggest that while the U.S. market remains strong, there are significant growth opportunities for European and Asian banks, with potential revenue shifts away from the U.S. market as a "multipolar world" emerges.
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Analyst Views on ACWI
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Ned Davis Research Lowers Equity Ratings and Moves to Cash: Here's the Reason.
- Market Downgrade: Ned Davis Research has downgraded equities in response to current market conditions.
- Shift to Cash: The firm is moving towards cash investments due to high volatility influenced by the Iran war, persistent inflation, and changing Federal Reserve policy expectations.
The Dollar's Dominance Is Winding Down: Strategies for Investors.
- Dollar Decline: The dollar is experiencing a decline, impacting investors' strategies and expectations.
- Investor Adaptation: Investors need to adjust to the changing economic landscape and find ways to navigate the challenges posed by a weaker dollar.
MercadoLibre and Two Other Global Stocks Poised for Recovery: A Technical Analysis
- International Market Performance: Investors are increasingly looking beyond U.S. markets, leading to significant outperformance in international investments.
- ETF Comparison: In 2025, the iShares MSCI ACWI ex-U.S. ETF achieved a 30% return, which was more than double the S&P 500's gain during the same period.
3 International Brands Indicating Potential Stock Recovery
International Market Performance: Investors are increasingly looking beyond U.S. markets, leading to significant outperformance in international investments.
ETF Comparison: In 2025, the iShares MSCI ACWI ex-U.S. ETF achieved a 30% return, which was more than double the S&P 500's gain during the same period.
Significant ETF Inflows Observed - ACWI, AMZN, GOOGL, GOOG
52-Week Range Analysis: ACWI's share price has a 52-week low of $101.25 and a high of $143.045, with the last trade recorded at $141.13, indicating a strong position near its high.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand, impacting the underlying assets.
Monitoring ETF Flows: Weekly tracking of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), which can affect the individual components of the ETFs.
Disclaimer on Views: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
UBS Projects 11% Increase in Global Stocks by End of 2026 Driven by AI Influence
UBS Market Forecast: UBS targets a 1090 for the MSCI AC World Index by the end of 2026, driven by artificial intelligence, which is expected to significantly boost productivity.
Potential Market Bubble: UBS notes that conditions for a market bubble are aligning due to the rapid adoption of generative AI, with a 35% probability of a bubble forming.
U.S. Market Outperformance: The bank anticipates U.S. markets will outperform globally, projecting a 14% growth in earnings per share for U.S. companies in 2026, aided by faster AI adoption.
Revised Global GDP Growth: Global GDP growth projections have been increased by 40 basis points for 2025 and 2026, with expectations of a near-term slowdown in U.S. domestic demand but potential upside from generative AI.
Ned Davis Research Lowers Equity Ratings and Moves to Cash: Here's the Reason.
- Market Downgrade: Ned Davis Research has downgraded equities in response to current market conditions.
- Shift to Cash: The firm is moving towards cash investments due to high volatility influenced by the Iran war, persistent inflation, and changing Federal Reserve policy expectations.
The Dollar's Dominance Is Winding Down: Strategies for Investors.
- Dollar Decline: The dollar is experiencing a decline, impacting investors' strategies and expectations.
- Investor Adaptation: Investors need to adjust to the changing economic landscape and find ways to navigate the challenges posed by a weaker dollar.
MercadoLibre and Two Other Global Stocks Poised for Recovery: A Technical Analysis
- International Market Performance: Investors are increasingly looking beyond U.S. markets, leading to significant outperformance in international investments.
- ETF Comparison: In 2025, the iShares MSCI ACWI ex-U.S. ETF achieved a 30% return, which was more than double the S&P 500's gain during the same period.
3 International Brands Indicating Potential Stock Recovery
International Market Performance: Investors are increasingly looking beyond U.S. markets, leading to significant outperformance in international investments.
ETF Comparison: In 2025, the iShares MSCI ACWI ex-U.S. ETF achieved a 30% return, which was more than double the S&P 500's gain during the same period.
Significant ETF Inflows Observed - ACWI, AMZN, GOOGL, GOOG
52-Week Range Analysis: ACWI's share price has a 52-week low of $101.25 and a high of $143.045, with the last trade recorded at $141.13, indicating a strong position near its high.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand, impacting the underlying assets.
Monitoring ETF Flows: Weekly tracking of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), which can affect the individual components of the ETFs.
Disclaimer on Views: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
UBS Projects 11% Increase in Global Stocks by End of 2026 Driven by AI Influence
UBS Market Forecast: UBS targets a 1090 for the MSCI AC World Index by the end of 2026, driven by artificial intelligence, which is expected to significantly boost productivity.
Potential Market Bubble: UBS notes that conditions for a market bubble are aligning due to the rapid adoption of generative AI, with a 35% probability of a bubble forming.
U.S. Market Outperformance: The bank anticipates U.S. markets will outperform globally, projecting a 14% growth in earnings per share for U.S. companies in 2026, aided by faster AI adoption.
Revised Global GDP Growth: Global GDP growth projections have been increased by 40 basis points for 2025 and 2026, with expectations of a near-term slowdown in U.S. domestic demand but potential upside from generative AI.
