2 senior PMs at Morgan Stanley's $665 billion investment-management business share their contrarian outlooks on the election, the stock market, and a vaccine — and break down how they are readying portfolios in advance
Barton Biggs on hedgehogging, mug's games, and why invest- ment management is the most overcompensated business in the world.
Sergei Parmenov - Portfolio Manager, Global Asset Allocation - Morgan Stanley Investment Management | LinkedIn
![China's “Minsky Moment” Is Here, Morgan Stanley Finds; It is the point at which Ponzi and speculative borrowers are no longer able to roll over their debts or borrow additional capital to China's “Minsky Moment” Is Here, Morgan Stanley Finds; It is the point at which Ponzi and speculative borrowers are no longer able to roll over their debts or borrow additional capital to](https://bambooinnovator.files.wordpress.com/2014/03/image0027.jpg?w=584)