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2 senior PMs at Morgan Stanley's $665 billion investment-management business share their contrarian outlooks on the election, the stock market, and a vaccine a?? and break down how they are readying...

2 senior PMs at Morgan Stanley's $665 billion investment-management business share their contrarian outlooks on the election, the stock market, and a vaccine a?? and break down how they are readying...

Cyril Moulle-Berteaux, head of global multi-asset team at Morgan Stanley Investment Management.
Morgan Stanley Investment Management




Cyril Moulle-Berteaux, head of global multi-asset team, and Andrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management, shared their contrarian views about the US elections, the stock market, and a vaccine in a recent panel discussion.




The two senior investors are positioning their portfolios to buy cheap stocks across countries and sectors as others crowd into large-cap tech names or wait on the sidelines.




They recommended investors to not base their investments too much on election outcomes and the arrival of a coronavirus vaccine.




Visit Business Insider's homepage for more stories.


Morgan Stanley Investment Management's Cyril Moulle-Berteaux and Andrew Slimmon have some contrarian ideas to implement in their portfolios. In a fall market outlook panel discussion, the two senior investors at the $665 billion firm shared their alternative outlooks on the elections, the stock market, and the arrival of a coronavirus vaccine.They also explained how they are planning to take the road less traveled.

Election contrarian

On the US presidential elections, many investment strategists have warned about the tax implications of a blue sweep after the Biden administration's proposal to raise corporate, capital gains, and estate taxes.
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