Morgan Stanley says there's one piece of the market you need to own as stocks run out of steam

Andrew Burton/Getty Morgan Stanley's equity strategists have said the strongest stock market returns of this cycle are behind us. They believe investors will turn more defensive toward the end of this year, and they see the energy sector as a beneficiary of that rotation. Morgan Stanley's equity strategists think the bull market in stocks is riding into the sunset. They still expect stocks to rise before this cycle is over, but they say performance will be led by fewer stocks and accompanied by ...