Where He Works:
Recently retired from Morgan Stanley
What He Does There:
Former Head of Global Developed Markets Strategy
Why He Matters And What He's Saying Now:
In addition to an interesting perspective – a recurring theme throughout this list – Gerard Minack has some great charts that always convey timely insights. When everyone was talking about the "Great Rotation" at the beginning of the year, he took it apart. Lately, he's been addressing the apparent disconnect between economic fundamentals and the stock market. Minack's latest on the subject: "The more important factor seems to be the strong consensus that any weakness will be temporary, with growth set to improve in the second half." Time will tell.
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