John Cox

Financial Advisor / Senior Portfolio Manager at Morgan Stanley
For more information visit my web site

NMLS ID #1584400

[John Cox @JohnCoxMS]

AI infrastructure has driven a narrow rally, but sustainability risks are rising, reinforcing the need for investors to stay diversified and focus on quality. https://t.co/xe6ct3KX9e

[John Cox @JohnCoxMS]

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions. https://t.co/5fRIc1I905

[John Cox @JohnCoxMS]

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency. https://t.co/ADDAsE70Uw

[John Cox @JohnCoxMS]

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets. https://t.co/q7BlhjZul7

[John Cox @JohnCoxMS]

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks. https://t.co/6w3xfpMou6

[John Cox @JohnCoxMS]

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns. https://t.co/k1DzEgDG7K

[John Cox @JohnCoxMS]

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation. https://t.co/kFxyeArDJF

[John Cox @JohnCoxMS]

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://t.co/MeFOicmfwP

[John Cox @JohnCoxMS]

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last. https://t.co/Qzhnm1aMEO

[John Cox @JohnCoxMS]

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here: https://t.co/t9Fsv3KCzc

[John Cox @JohnCoxMS]

Corporate earnings surprises have boosted earnings forecasts as well as stock prices. But earnings power may be more fragile than it appears. https://t.co/YwgDlwxt6m

[John Cox @JohnCoxMS]

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience. https://t.co/Y4reb0nQu8

[John Cox @JohnCoxMS]

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes. https://t.co/FNda1GXC7O

[John Cox @JohnCoxMS]

Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets. https://t.co/5r0b1MkRmm

[John Cox @JohnCoxMS]

As the US stock market has risen to new highs, many investors have dismissed several economic factors as transitory, including higher oil prices, without acknowledging the risk of longer-lasting effects. https://t.co/c7P6zlTcmL

[John Cox @JohnCoxMS]

Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "look through" the Iran war, corporate earnings cannot. https://t.co/HRTLEUcyoR

[John Cox @JohnCoxMS]

This inaugural edition of Geo Policy Pulse explores how the 2026 global elections and a shifting multipolar world are shaping policy, risks, and investment opportunities. https://t.co/99Pxrebc8A

[John Cox @JohnCoxMS]

As AI scales, rising data center power use and resource needs are pushing sustainability to the center of investment decisions. https://t.co/HUY8FEpWiv

[John Cox @JohnCoxMS]

The shift toward renewable energy is redefining energy security by reducing reliance on global markets and strengthening system resilience. https://t.co/c3vspPr5b0

[John Cox @JohnCoxMS]

Have markets declared "all clear" too soon? While the immediate effects may fade, the Iran war has solidified long-term trends that could weigh on markets going forward. https://t.co/4vxSWmuG8s