Analyst who nailed tech rally sets bold S&P 500 target [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
However, some strategists earn the benefit of the doubt, especially when they have built a solid reputation for being right more often than not. Mary Ann Bartels has built that reputation. Bartels has been quietly making the right calls, drawing on roughly four decades of senior leadership experience, including at Bank of America/Merrill Lynch Currently, Bartels serves as the chief investment strategist at Sanctuary Wealth , a “supported independence” wealth platform. The firm operates a robust hybrid RIA and broker-dealer model, backing over 125 partner advisory firms spearheading more than $55 billion in assets For example, in late 2023, she told Barron's The Way Forward podcast that Big Tech may drive the market to new highs in 2024. That forecast proved prescient as the “ Magnificent Seven ” helped lift the S&P 500 to record levels and nearly a gain. A year later, she made another head-turning prediction, saying the market could surge nearly 20% in 2025. With only
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MS
Earnings
- 10/16/25 - Beat
MS
Sec Filings
- 12/19/25 - Form 424B2
- 12/19/25 - Form 424B2
- 12/19/25 - Form 424B2
- MS's page on the SEC website