Morgan StanleyMacro Equity Strategy, Valuation & Corporate Earnings CyclesNeutral Stance
Mike Wilson
Chief Investment Officer & Chief US Equity Strategist · Morgan Stanley
Chief Investment Officer and Chief US Equity Strategist at Morgan Stanley. Widely recognized for market cycle calls, equity risk premium frameworks, and corporate margin analysis.
Signature Thesis & Research Focus
Formulated Fire and Ice macro cycle frameworks and rolling corporate earnings recession models.