<figure><img src="https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ie2GduO3lbas/v4/-1x-1.jpg"><figcaption><div><p>Source: Bloomberg, 42:05</p></div><div></div></figcaption></figure><p>Morgan Stanley&#x2019;s Andrew Slimmon joined the &#x201C;What Goes Up&#x201D; podcast to discuss how loading up on cyclical stocks helped the MSIF U.S. Core Portfolio mutual fund that he co-manages post a 36% return in 2021, and how he&#x2019;s reluctant to buy the dip in high-growth stocks because &#x201C;once the fever breaks, it lasts a long time.&#x201D;</p>

Morgan Stanley’s Andrew Slimmon joined the “What Goes Up” podcast to discuss how loading up on cyclical stocks helped the MSIF U.S. Core Portfolio mutual fund that he co-manages post a 36% return in 2021, and how he’s reluctant to buy the dip in high-growth stocks because “once the fever breaks, it lasts a long time.”

When the Fever Breaks

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

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Host Mike Regan is joined each week by expert guests to discuss the main themes influencing global markets.