US assets set to outperform in 2024, says Morgan Stanley
Stocks and bonds will do better than EM peers but expect a dip first.
Morgan Stanley’s strategists see US stocks and bonds outperforming their emerging markets peers next year, according to a note to clients.
“We expect US earnings growth to trough in early 2024 and rebound thereafter,” strategists including Serena Tang and Vishwanath Tirupattur wrote.
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