Morgan Stanley · consulting-deck
article thebeatjun2025
58 pages · 4 arc beats · 2 loops
article thebeatjun2025
Morgan Stanley arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 24 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 3 slides 100% 3/3 slides 100% 3/3 slides · 21 hits — 0/3 slides
33.3% 1/3 slides — 0/3 slides
100% 3/3 slides — 0/3 slides
Need 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits — 0/2 slides
50% 1/2 slides · 2 hits — 0/2 slides
100% 2/2 slides 50% 1/2 slides Satisfaction 12 slides 100% 12/12 slides 100% 12/12 slides · 67 hits — 0/12 slides
50% 6/12 slides 16.7% 2/12 slides 100% 12/12 slides 100% 12/12 slides Action 7 slides 100% 7/7 slides 100% 7/7 slides · 35 hits — 0/7 slides
— 0/7 slides
— 0/7 slides
100% 7/7 slides — 0/7 slides
Slide inventory
58 every slide · same image gating as the playbook
01
The acronym BEAT stands for Bonds, Equities, Alternatives, and Transition.front_matter
Open slide detailBeat · Attention
02
The slide acts as a table of contents/navigation hub for a monthly investment report.front_matter
Open slide detailBeat · Attention
04
The slide uses a two-column layout to present four distinct investment themes.summarize
Open slide detailBeat · Need
05
The chart uses a Bloomberg U.S. economic surprise index to illustrate the gap between sectors.analyze_data
06
The chart tracks pre- and post-substitution effective tariff rates from March to May 2025.analyze_data
Open slide detailLoop · Logic Chain
07
The chart highlights a clear inflection point in April 2025 across all three tracked metrics.analyze_data
Open slide detailLoop · Logic Chain
08
The chart uses two lines to compare cumulative growth in public vs private sector payrolls.analyze_data
Open slide detailLoop · Logic Chain
09
The chart illustrates a shift from positive fiscal impulse in the near term to negative fiscal impulse in the long term.analyze_data
Open slide detailLoop · Logic Chain
10
The slide uses a dual-axis line chart for historical context and a multi-line chart for 2025 YTD performance.analyze_data
Open slide detailLoop · Logic Chain
11
The chart compares Muni/UST ratios across 2Y, 5Y, 10Y, and 30Y maturities between 12/31/2024 and 5/21/2025.analyze_data
Open slide detailLoop · Logic Chain
12
The chart uses a stacked bar format to show yield components.analyze_data
Open slide detailLoop · Logic Chain
13
The chart uses a dual-axis line graph to compare the GS India Financial Conditions Index (inverted) against MSCI India returns with a 2-month lag.analyze_data
Open slide detailLoop · Logic Chain
14
The slide uses a scatter plot for yield vs duration and a bar chart for correlation to USTs.analyze_data
Open slide detailLoop · Logic Chain
15
Two line charts showing historical trends in real estate sector cap rates and residential price/construction indices.analyze_data
Open slide detailLoop · Logic Chain
16
The slide uses a matrix-style layout to map asset classes against conviction levels (underweight to overweight).summarize
17
The slide uses a matrix-style visualization to show conviction levels (underweight to overweight) for different asset classes.summarize
18
The slide uses a matrix-like structure to display investment views (underweight to overweight) against specific asset classes.summarize
19
The slide provides a qualitative overview of market conditions for Private Equity, Private Real Assets, Private Credit, Hedge Funds, and Commodities.summarize
20
The chart uses a lollipop-style variation where the bar represents the current yield (May '25), and markers represent historical points.compare_peers
21
Data as of 5/31/25. Source: Bloomberg, LCD, Factset.analyze_data
22
The slide displays historical policy rates (left) and forward-looking market expectations (right) for the Fed, BOE, BOJ, and ECB.analyze_data
23
The chart displays three yield curves: Current (solid grey), 1-Mo. Ago (solid blue), and 12-Mo. Ago (dashed green).analyze_data
24
The table is categorized by asset class segments. Includes a detailed disclaimer regarding data sources and performance metrics.analyze_data
25
The chart uses a floating bar/range plot style to show spread volatility across different asset classes.analyze_data
26
The table is divided into U.S. High Grade and U.S. High Yield segments, with specific index performance data.analyze_data
27
Data source: J.P. Morgan and Leveraged Commentary & Data (LCD), as of 5/31/25.analyze_data
28
The table is divided into two main sections: Averages (Coupon, Price, Yield to Worst, Maturity, Duration) and Total Returns (%) across multiple time horizons.analyze_data
29
The slide contains two line charts with embedded data tables summarizing current, 1-month ago, 12-month ago, and median values.analyze_data
30
Includes three line charts showing historical trends and two tables summarizing current spread/yield levels and index performance metrics.analyze_data
31
The table uses a color-coded grid to represent different asset classes, with performance percentages listed for each year.analyze_data
32
The slide uses a heatmap matrix to visualize performance data across 1-month, 1-year, and 3-year periods.analyze_data
34
The chart uses a floating bar (range) with a dot for the current value and a dashed line for the MSCI World current P/E benchmark.compare_peers
35
The Energy sector includes a significant outlier (-263.8) noted as not to scale.analyze_data
36
The slide uses a lollipop chart style to compare two data points per category.analyze_data
37
The slide uses a consistent red bar for the S&P 500 benchmark across all charts to facilitate comparison.analyze_data
38
The slide uses a series of bar charts to compare specific segments against the S&P 500 benchmark (highlighted in pink).analyze_data
39
The slide displays two grouped bar charts side-by-side for performance comparison.analyze_data
40
The slide provides a comparative snapshot of valuation and growth metrics alongside sector composition for major equity benchmarks.analyze_data
41
The table is segmented into three categories: U.S. Equities, Global Equities, and Sectors.analyze_data
42
This is a classic 'Callan Periodic Table of Investment Returns' style visualization.compare_peers
43
The slide provides a snapshot of currency market performance and interest rate environments for major developed market currencies.analyze_data
44
The table is segmented by region (Asia, excluding Japan; Latin America) and provides performance metrics for 14 currencies.analyze_data
45
Data as of 5/31/25. The table is categorized by region (Europe, Middle East and Africa).analyze_data
47
The data is organized into two main columns of tables, categorized by commodity sectors (Agriculture, Energy, Industrial Metals, Precious Metals, Livestock).analyze_data
48
The slide uses a color-coded grid to visualize performance rankings over time, a common technique in financial reporting known as a 'Callan Periodic Table' of ranalyze_data
49
The table uses a split-cell design where the lower-left triangle represents 5-year data (grey) and the upper-right triangle represents 10-year data (purple).transition
51
The slide uses a color-coded grid to visualize performance rankings over time.analyze_data
53
The slide lists 20 committee members with their respective titles.other
Open slide detailBeat · Action
54
This is a standard appendix slide providing technical definitions for financial indices.appendix
Open slide detailBeat · Action
55
Standard legal and technical disclosure page for Morgan Stanley Investment Management.other
Open slide detailBeat · Action