January investment trends: Historically, January sees investors favor lower-quality stocks, as indicated by Bank of America research.
High-quality stocks emphasized: Morgan Stanley warns against this trend, advocating for a focus on high-quality stocks in uncertain economic conditions.
Market outlook: Despite a potential rocky start to 2025 due to rising bond yields, Morgan Stanley predicts a modest 10.5% increase in US stocks.
Investment focus: The identified stocks span cyclicals, defensives, and growth categories, with a strong preference for larger-cap, higher-quality options.
For a complete list of the 58 high-quality growth stocks, refer to the original article here.