Of the 50 stocks recommended this year by Morgan Stanley's North America analysts, only the top 15 were included in the list. Last year's Vintage Values list, which covered August 2021 to August 2022, outperformed the S&P 500 index by 100 basis points. "In compiling the list, our stock-selection framework blended our analysts' fundamental views with quantitative analysis," wrote a team of analysts led by Morgan Stanley Chief Investment Officer and Chief US Equity Strategist Mike Wilson in the report, published on August 24. The list, published annually, provides a selection of the firm's top equity recommendations for a one-year buy-and-hold investment horizon. When realizing gains is as difficult as it is right now, Morgan Stanley's Vintage Values list comes as a welcome respite. Fears around heightened uncertainty and a potential recession also solidified as the Cboe Volatility Index (VIX), a traditional measure of market volatility, spiked upwards. The Federal Reserve's hardline stance against inflation at Friday's Jackson Hole meeting sent stocks tumbling, finishing off a rally that began in mid-June. On average, the 15 stocks have a higher cash flow and better earnings revisions than the market.Īmid a prolonged fight against rising prices and a looming economic downturn, it's a tough world right now for investors.This year's selection reveals the top 15 stock picks by the firm's North American analysts.
Morgan Stanley's annual Vintage Values stock list combines fundamental and quantitative analysis.Account icon An icon in the shape of a person's head and shoulders.
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