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Why Lisa Shalett Has ‘100% Faded the Small Cap Trade’
Market Intelligence Analysis
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Why This Matters
Lisa Shalett, CIO at Morgan Stanley Wealth Management, has shifted her investment focus away from small cap stocks, predicting a return to a 'high quality large cap trade'. This move suggests a decrease in investor confidence in small cap stocks and an increase in preference for established large cap companies.
Market Impact
Market impact analysis based on bearish sentiment with 90% confidence.
Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Lisa Shalett, CIO at Morgan Stanley Wealth Management, explains her move away from small cap stocks as she sees a return to a “high quality large cap trade” that includes some of the mag seven. (Source: Bloomberg)
Original article published by
Bloomberg
on February 11, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.