MS Pro Briefing | 2nd July 2025
Global Equity lag, Inflation, Active ETFs, and more..
MS Pro has a simple aim: to make your job easier. Our team combs through hundreds of academic and institutional reports every week. With MS Pro, we seek to simplify this into clear, concise, and actionable insights.
Actionable Insights
Most markets and styles lagged US equities not because of weak earnings alone, but because valuations didn’t follow. With many now trading at a discount, this could be a timely opportunity to increase exposure to regions and styles priced well below US markets.
Headline inflation looks calm, but with essentials rising faster than wants and data quality slipping, it’s important to stay cautious on rate-sensitive assets.
Regulatory changes are fueling innovation in the active ETF space. Investors are piling in due to the flexible, hands-on strategy.
Despite growing deficits, global investors still see U.S. debt as the safest asset because of the dollar’s dominance, U.S. growth, and the Fed’s reliability.