Morgan Stanley: Mid-Cycle Update

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Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy has peaked, and valuation is falling. Taxes, tapering & transitions temper index returns. Look for alpha in relative value, themes, and reasonably priced growth and cyclicals as mid-cycle transition runs its course. Mid-cycle is here, and with it comes a transition…

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