Morgan Stanley’s stocks to top Q2 estimates

Earnings season is getting underway – and it’s expected to be a big one. Market watchers are predicting lower earnings and more subdued guidance as the impact of a series of rate hikes takes hold. But Morgan Stanley’s European strategists believe this results season will outperform expectations – as it is essentially backward looking – … Read more

Wall Street believes these global stocks are set for a rebound

Few would have anticipated the steep losses in stock markets this year, after such a solid 2021. But the first half of 2022 has turned out to be something of a nightmare for many investors The MSCI World had its worst start to the year on record, while the S&P 500 ended the first six … Read more

Stocks with strong balance sheets and attractive returns

European companies have never been richer, according to Morgan Stanley, and are ready to splash the cash – including distributing part of it to shareholders. The Wall Street bank has named a raft of stocks that have strong balance sheets and resilient cash flows and are set to return excess cash to shareholders through buybacks … Read more

Morgan Stanley says buy the dip on these 5 global stocks

Global markets have been slammed by a slew of macro headwinds, but Morgan Stanley sees opportunities for investors to pile into “fallen angels” – stocks which the bank thinks have sold off materially and now look attractive. With the MSCI Europe down nearly 14% this year, Morgan Stanley believes European stocks have been oversold, with … Read more

As the U.S. dollar trades at a 20-year high, Bernstein says these global stocks could benefit

Bernstein has named a raft of global stocks that it says could benefit from the rising strength of the US dollar.

Goldman Sachs says these stocks could benefit as Russia-Ukraine conflict intensifies

Goldman says the conflict "raises the risk premium," but will not derail Europe’s recovery.