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Quality Matters Again

Thoughts on the Market by Morgan Stanley

Aug 3, 202600:05:52Business

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors should favor quality as the market moves from early-cycle momentum to more disciplined, mid-cycle leadership. Read more insights from Morgan Sta...

About This Episode

Quality Matters Again is an episode from Thoughts on the Market by Morgan Stanley. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors should favor quality as the market moves from early-cycle momentum to more discip...

Podcast

This episode belongs to Thoughts on the Market.

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Episode Details

Published Aug 3, 2026, 00:05:52 long, audio available.