The Broadview Group - Morgan Stanley Team - Durham, NC
Morgan Stanley
The Broadview Group
at Morgan Stanley
3511 Shannon Road
Suite 300
Durham, NC 27707
tel: (919) 490-7118
toll-free: (800) 851-1331 
fax: (919) 490-7135
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We pro-actively serve a select group of families with care and thoughtful stewardship, by offering rigorous discipline in order to deliver a higher level of predictability over time.




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  • See February On the Markets from the Global Investment Committee featuring

    A Rough Start” The financial markets just completed one of the worst Januarys on record. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, believes the volatility could continue into the spring. The upside is likely to be limited, but with some tactical trading opportunities.

    “The Four D’s of Recession” Ellen Zentner, chief US economist for Morgan Stanley & Co, watches deceleration, diffusion, depth and duration—the “four D’s”—to determine if a recession is in the works. For now, she gives it a 20% probability.

    “Favor Quality Growth Stocks With Catalysts” In the year ahead, owning quality growth stocks may not be enough, writes Dan Skelly, senior equity strategist for Morgan Stanley Wealth Management. He says companies need to have a catalyst such as a sustainable technology trend or political and/or athletic events to help them realize their potential.

    Plus, look for more on economics, bonds and alternative investments.

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