Morgan Stanley’s Alex Ventelon: Why 2026 still favours risk
Автор: Livewire Markets
Загружено: 2025-12-21
Просмотров: 2069
Описание:
Morgan Stanley stays risk-on for 2026. Alex Ventelon breaks down how the firm is positioning across equities, bonds and alternatives.
00:32 – Why Morgan Stanley is risk-on for 2026
01:49 – Fixed income outlook and RBA uncertainty
03:13 – Global bonds vs Australian rates positioning
03:53 – Credit markets and AI debt issuance
05:14 – Investment grade vs high yield credit
06:11 – FX outlook and hedging the AUD/USD
08:02 – REITs and listed property outlook
09:42 – Commodities: cyclical vs structural themes
11:16 – Gold outlook and central bank demand
12:18 – Alternatives and AI infrastructure financing
13:53 – Private equity vs private credit
14:41 – Role of cash in 2026 portfolios
16:00 – Portfolio risk management and diversification
17:48 – One key asset allocation call for 2026
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