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FW:Morgan Stanley Smith Barney Investor Insights June 2009

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  • Jerry C. Liu, Ph.D.
    From: Simone Liu [mailto:Simone.Liu@morganstanley.com] Sent: Tuesday, June 16, 2009 3:20 PM To: Jerry Liu Subject: [Norton AntiSpam] Morgan Stanley Smith
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      Morgan Stanley Investor Insights

       

       

      From: Simone Liu [mailto:Simone.Liu@...]
      Sent: Tuesday, June 16, 2009 3:20 PM
      To: Jerry Liu
      Subject: [Norton AntiSpam] Morgan Stanley Smith Barney Investor Insights June 2009

       

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      Morgan Stanley Investor Insights

      June 2009

       


      Welcome to the first edition of Investor Insights from a new industry leader in wealth management: Morgan Stanley Smith Barney. Leveraging even greater resources and market intelligence, this month we deliver a perspective on the economic outlook and how it may affect your asset allocation and fixed income strategy, explore ways to prepare your portfolio for a recovery, and look back at past bear markets and how they all eventually recovered. In News & Insights, you will find more information about how two of the most powerful names in wealth management have joined forces to offer you thinking and resources to fit the times.

       

      Despite a sustained market rally since March, new challenges to a recovery are surfacing. Tighter credit availability, rising energy prices and the continued corporate earnings recession all contribute to the most recent market observations by David M. Darst, Chief Investment Strategist, Asset Allocation Committee.

       


       

      John M. Dillon, Morgan Stanley Smith Barney Fixed Income Credit Strategist, identifies potential dislocation and discusses value in the tax-exempt market.

       

      Chances are you have worked to position your portfolio to weather the market downturn. But has that left you poorly positioned for any market upturns? This article provides information and insight that can help you strike an appropriate balance.

       

      There is one bright spot in the history of bear markets: they have eventually turned around—and sometimes dramatically. Here’s a look at how quickly several major bear markets have reversed in the past.

      In this month's edition of Basis Points, Kevin Flanagan, Fixed Income Strategist, discusses where to find potential value in the fixed income markets and comments on the macroeconomy.

       

      The stimulus package and some recently drafted municipal bond bills may offer yet more promise to tax-exempt municipal bond issuers. Fixed Income Credit Strategist John Dillon offers his market observations based on these developments in the Municipal Market Overview.

       

      The U.S. Economy and Treasuries:
      A Progress Report

      A mixture of economic positives and negatives dominates the Treasury market. Fixed Income Strategist Kevin Flanagan reviews growth opportunities for Treasuries during the remainder of 2009 and into 2010.

       

      Forward to a friend

       

       

       


      Simone Liu & Arthur Rosenbloom
      Senior Vice President
      Financial Advisor
      335 N Maple Dr. #150
      Beverly Hills, CA 90210
       310-285-4995/310-285-5620
      CA Insurance Lic. #: #0F67760


      Simone Liu
      Financial Advisor
       310-285-4995
      CA Insurance Lic. #: #0F67760


      Arthur Rosenbloom
      Senior Vice President
      Financial Advisor
       310-285-5620

       

       

       

       

       

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