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Top related persons:
— - 2 Morgan Stanley's - 1 Mike Wilson - 1 Wilson - 1 that's - 1 Savita Subramanian - 1 Subramanian - 1 Morgan Stanley's Mike Wilson - 1
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cyclicals BlackRock
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Service - 2 Bank of America - 2 P Global Semiconductor - 2 Federal Reserve - 2 Retailers - 1 Walmart - 1 Target - 1 Financial Times - 1

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2 mentions found


☆ Investors are pouring into this defensive corner of the stock market amid fears of an economic slowdown
  + stars: | 2024-09-17 | by ( Kelly Cloonan | ) www.businessinsider.com   time to read: +3 min
Analysts are increasingly recommending defensive stocks to blunt the impact of an economic slowdown. The S&P 500's consumer staples sector has risen more than 4% in the last month. AdvertisementAmid fears of a recession and increased market volatility, analysts have been pointing to defensive stocks as a safe bet to hedge macro risk. Among defensive sectors — which include things like real estate and financials — investors recently have been pouring into consumer staples in particular. With the Federal Reserve likely to finally cut rates at its meeting this week, defensive stocks could be poised for further growth.
Persons: —, Morgan Stanley's, Mike Wilson, Wilson, that's, Savita Subramanian, Subramanian Organizations: Service, Retailers, Walmart, Target, Bank of America, P Global Semiconductor, Financial Times, Bloomberg, Federal Reserve Locations: cyclicals
☆ Resist the temptation of AI and bet on safe defensive stocks, Wall Street analysts say
  + stars: | 2024-09-15 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +5 min
More analysts are recommending "defensive" shares over AI plays as macro conditions change. With some questioning the AI rally, investors could benefit from non-tech growth companies, an analyst said. Similar to BofA's call, Morgan Stanley's Mike Wilson last week called the AI theme "overcooked" and said investors should shift to defensive shares. But in tune with what others had said, Diton also touted that utilities stocks as one meaningful investment to make right now. As bullish on AI as he may be, he warned that the market has become extremely concentrated in tech's leading names, and investors need to diversify.
Persons: —, Morgan Stanley's Mike Wilson, Brad Conger, Hirtle Callaghan, Conger, Morgan Stanley's Wilson, Eric Diton, Diton Organizations: Service, Nvidia, P Global Semiconductor, Bank of America, Vanguard, JPMorgan, Wealth Alliance, Federal Reserve Locations: BlackRock
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