As we enter the second half of 2022, the market is signaling a continued de-rating of equities, lingering challenges for consumers, and an increased bearishness among equity investors.
Here are some key takeaways brought by Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley in the podcast Thoughts on the Market.
What you'll get:
1. Perspectives on different sectors, such as consumers, technology and the crowded ener...

Optimism about the short-term direction of the stock market is below 20% for the fourth time in seven weeks according to the latest AAII Sentiment Survey. Pessimism, meanwhile, is above 50% for the fourth time in five weeks.
Sentiment
Bullish sentiment
- Expectations that stock prices will rise over the next six months, pulled back by 6.1 percentage points to 19.8%.
- The decline keeps optimism below its historical average ...

Singapore real estate investment trusts can benefit from their safe-haven status during a time of market volatility as the U.S. Fed raises interest rates, analysts from DBS say in a research note.
The Fed's clarity on its rate-rise trajectory will likely lead to more price stability for Singapore REITs, they say.
What are Real Estate Investment Trusts (REITs)?
Real Estate Investment Trusts (REITs) are funds that invest in a port...