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Slide 1
The acronym BEAT stands for Bonds, Equities, Alternatives, and Transition.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · Attention1 hit
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The slide acts as a table of contents/navigation hub for a monthly investment report.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · Attention1 hit
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Morgan Stanley Investment Management branded slide.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · Attention1 hit
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The slide uses a two-column layout to present four distinct investment themes.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · Need1 hit
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The chart uses a Bloomberg U.S. economic surprise index to illustrate the gap between sectors.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · NeedLoop · Logic Chain1 hit
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The slide uses a matrix-style layout to map asset classes against conviction levels (underweight to overweight).article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide uses a matrix-style visualization to show conviction levels (underweight to overweight) for different asset classes.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide uses a matrix-like structure to display investment views (underweight to overweight) against specific asset classes.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide provides a qualitative overview of market conditions for Private Equity, Private Real Assets, Private Credit, Hedge Funds, and Commodities.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart uses a lollipop-style variation where the bar represents the current yield (May '25), and markers represent historical points.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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Data as of 5/31/25. Source: Bloomberg, LCD, Factset.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide displays historical policy rates (left) and forward-looking market expectations (right) for the Fed, BOE, BOJ, and ECB.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart displays three yield curves: Current (solid grey), 1-Mo. Ago (solid blue), and 12-Mo. Ago (dashed green).article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The table is categorized by asset class segments. Includes a detailed disclaimer regarding data sources and performance metrics.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The chart uses a floating bar/range plot style to show spread volatility across different asset classes.article thebeatjun2025 · Morgan Stanley
Consulting deck Equity research Beat · SatisfactionLoop · Cost Of Inaction1 hit
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The slide uses a 'H|F' vertical dashed line to denote the transition from historical data to forecast.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · SatisfactionLoop · Why Now1 hit
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The chart uses a grouped bar format to compare two years of GDP growth projections.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · SatisfactionLoop · Why Now1 hit
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Includes three charts: employment/hours, nominal wage vs HICP, and real wage growth by country.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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Includes a bar chart comparing 2023F vs 2024F inflation by country and a line chart showing the share of product categories exceeding specific inflation thresholds.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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The slide uses a 'H|F' marker to denote the transition from historical data to forecast.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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Includes forecast data (H/F) for all three metrics.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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Includes three line charts showing historical data from 2005 with forecasts starting at 'H/F' (Historical/Forecast) line.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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Includes three line charts showing historical data and forecasts (2015-2025F) for GDP, CPI inflation, and interest rates.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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The slide uses three line charts to illustrate macroeconomic indicators from 2005 to 2025, with a vertical dashed line marking the forecast period (H:F).ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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Includes a break in the Y-axis for the GDP chart to accommodate the 2020 volatility.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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Includes forecasts for 2023-2025.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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Includes a sub-header 'Sub-Saharan Africa outlook'.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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ey global economic outlook july 2023ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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The slide acts as a contact directory for the EY economics team.ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit
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ey global economic outlook july 2023ey global economic outlook july 2023 · EY Parthenon
Consulting deck Equity research Beat · Action1 hit