Morgan Stanley continues to recommend exposure to the broadening theme

Mon, 29 Jun 2026 08:21:50 -0400

Investing.com -- Morgan Stanley reaffirmed its constructive stance on market broadening trades in a note on Monday, pointing to improving earnings breadth, falling crude prices and semiconductor volatility as forces redirecting investor capital away from crowded momentum positions toward a wider set of beneficiaries.

Analyst Michael Wilson told investors that "the median S&P 1500 stock is now delivering double-digit earnings growth, the fastest pace in several years," driven by revenue growth returning atop lean cost structures.

The bank said operating leverage and earnings per share growth have reached their strongest levels since 2021, describing the dynamic as a "rolling recovery."

Morgan Stanley continues to recommend exposure to the broadening theme

Mon, 29 Jun 2026 08:21:50 -0400

The bank said operating leverage and earnings per share growth have reached their strongest levels since 2021, describing the dynamic as a "rolling recovery."

Morgan Stanley continues to recommend exposure to the broadening theme

Mon, 29 Jun 2026 08:21:50 -0400

The bank said operating leverage and earnings per share growth have reached their strongest levels since 2021, describing the dynamic as a "rolling recovery."

Morgan Stanley continues to recommend exposure to the broadening theme

Mon, 29 Jun 2026 08:21:50 -0400

The bank said operating leverage and earnings per share growth have reached their strongest levels since 2021, describing the dynamic as a "rolling recovery."

Morgan Stanley continues to recommend exposure to the broadening theme

Mon, 29 Jun 2026 08:21:50 -0400

The bank said operating leverage and earnings per share growth have reached their strongest levels since 2021, describing the dynamic as a "rolling recovery."

Morgan Stanley continues to recommend exposure to the broadening theme

Mon, 29 Jun 2026 08:21:50 -0400

The bank said operating leverage and earnings per share growth have reached their strongest levels since 2021, describing the dynamic as a "rolling recovery."

Morgan Stanley continues to recommend exposure to the broadening theme

Mon, 29 Jun 2026 08:21:50 -0400

The bank said operating leverage and earnings per share growth have reached their strongest levels since 2021, describing the dynamic as a "rolling recovery."

Morgan Stanley continues to recommend exposure to the broadening theme

Mon, 29 Jun 2026 08:21:50 -0400

The bank said operating leverage and earnings per share growth have reached their strongest levels since 2021, describing the dynamic as a "rolling recovery."

Market pullback masks improving breadth, Tamarisk portfolio manager says

Fri, 12 Jun 2026 08:57:25 -0400

Investing.com -- The recent decline in major market indexes belies a healthier underlying picture, according to Vincent Randazzo, CMT, portfolio manager at Tamarisk, issuer of the Defender Risk Adaptive 500 ETF (SPDF), who said breadth measures are broadening even as headline prices fall.

Randazzo told Investing.com that the rally off the March 30 low has moved through three distinct phases of participation.

The advance began broadly, with the percentage of Russell 3000 stocks trading above their 20-, 50-, and 100-day moving averages climbing off March 20 lows even before the major indexes bottomed, what Randazzo called "a constructive signal with

Market pullback masks improving breadth, Tamarisk portfolio manager says

Fri, 12 Jun 2026 08:57:25 -0400

Randazzo told Investing.com that the rally off the March 30 low has moved through three distinct phases of participation.

Market pullback masks improving breadth, Tamarisk portfolio manager says

Fri, 12 Jun 2026 08:57:25 -0400

Randazzo told Investing.com that the rally off the March 30 low has moved through three distinct phases of participation.

Market pullback masks improving breadth, Tamarisk portfolio manager says

Fri, 12 Jun 2026 08:57:25 -0400

Randazzo told Investing.com that the rally off the March 30 low has moved through three distinct phases of participation.

S&P Dow Jones Indices updates S&P Composite 1500 market cap eligibility

Tue, 01 Jul 2025 17:43:03 -0400

S&P Global's (NYSE: SPGI) S&P Dow Jones Indices ("S&P DJI") is updating the market capitalization eligibility criteria for additions to the S&P Composite 1500 Indices. Effective July 1, 2025, the size ranges will be updated as follows:

Previous Market Capitalization Eligibility Criteria

Updated Market Capitalization Eligibility Criteria

Unadjusted company market capitalization of:

• US$ 20.5

S&P Dow Jones Indices updates S&P Composite 1500 market cap eligibility

Tue, 01 Jul 2025 17:43:03 -0400

Previous Market Capitalization Eligibility Criteria

Updated Market Capitalization Eligibility Criteria

Unadjusted company market capitalization of:

• US$ 20.5

S&P Dow Jones Indices updates S&P Composite 1500 market cap eligibility

Tue, 01 Jul 2025 17:43:03 -0400

Previous Market Capitalization Eligibility Criteria

Updated Market Capitalization Eligibility Criteria

Unadjusted company market capitalization of:

• US$ 20.5

StreetInsider.com News Articles

Morgan Stanley continues to recommend exposure to the broadening theme

Morgan Stanley continues to recommend exposure to the broadening theme

Morgan Stanley continues to recommend exposure to the broadening theme

Morgan Stanley continues to recommend exposure to the broadening theme

Morgan Stanley continues to recommend exposure to the broadening theme

Morgan Stanley continues to recommend exposure to the broadening theme

Morgan Stanley continues to recommend exposure to the broadening theme

Morgan Stanley continues to recommend exposure to the broadening theme

Market pullback masks improving breadth, Tamarisk portfolio manager says

Market pullback masks improving breadth, Tamarisk portfolio manager says

Market pullback masks improving breadth, Tamarisk portfolio manager says

Market pullback masks improving breadth, Tamarisk portfolio manager says

S&P Dow Jones Indices updates S&P Composite 1500 market cap eligibility

S&P Dow Jones Indices updates S&P Composite 1500 market cap eligibility

S&P Dow Jones Indices updates S&P Composite 1500 market cap eligibility