Andrew Sheets: Where Could Market Strength Persist?
After a year of falling assets, 2023 has started strong for global markets. Chief Cross-Asset Strategist Andrew Sheets outlines which markets could sustain their momentum.----- Transcript -----Welcome...
3 Helmi 20233min
Jonathan Garner: Tracking Asia and EM Outperformance
Emerging markets are turning bullish and China’s reopening leaves room for an increase in consumption. What sectors and industries might benefit from this upturn?----- Transcript -----Welcome to Thoug...
2 Helmi 20233min
Michael Zezas: U.S. Policy and Investment Restrictions on China
As reports that the White House may be considering more impactful approaches to Chinese investment restrictions reach investors, how much should they be reading into these policy deliberations?----- T...
1 Helmi 20232min
Matt Hornbach: A Narrative of Declining Inflation
As the data continues to show a weakness in inflation, is it enough to convince investors that the Fed may turn dovish on monetary policy? And how are these expectations impacting Treasury yields?----...
31 Tammi 20232min
Mike Wilson: Fighting the Fear of Missing Out
Stocks have seen a much better start to 2023 than anticipated. But can this upswing continue, or is this merely the last bear market rally before the market reaches its final lows?----- Transcript ---...
30 Tammi 20233min
Andrew Sheets: The Choice Between Equities and Cash
Investing is all about choices, so what should investors know when choosing between holding a financial asset or cash?----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ...
27 Tammi 20232min
Graham Secker: An Upturn for European Equities
European equities have been outperforming U.S. stocks. What’s driving the rally, and will it continue?----- Transcript -----Welcome to Thoughts on the Market. I'm Graham Sacker, Head of Morgan Stanley...
26 Tammi 20234min
U.S. Economy: Renegotiating the Debt Ceiling
Last week, the U.S. Treasury hit the debt ceiling. How will markets respond as Congress decides how to move forward? Chief Cross-Asset Strategist Andrew Sheets and Head of Global Thematic and Public P...
25 Tammi 20239min
