Special Episode: Investment Themes for a Post-COVID World

Special Episode: Investment Themes for a Post-COVID World

The impact of COVID-19 on consumer behavior and macro trends will likely affect investing fundamentals for years to come. Our experts weigh in on several high-level themes for investors.

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What’s Driving European Stocks in 2026

What’s Driving European Stocks in 2026

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley....

16 Tammi 11min

The Boost From Easing Market Rules

The Boost From Easing Market Rules

Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government’s efforts to ease regulations, from bank balance sheets to asset valuations.Read more insights f...

15 Tammi 4min

The Case for India’s Market Comeback

The Case for India’s Market Comeback

Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery after underperforming other emerging markets in 2025.Re...

14 Tammi 4min

Will U.S. Manufacturing See a 2026 Boom?

Will U.S. Manufacturing See a 2026 Boom?

Our U.S. Thematic Strategist Michelle Weaver and U.S. Multi-Industry Analyst Chris Snyder discuss a North America Big Debate for 2026: Whether investments in efficiency and productivity will spark a t...

13 Tammi 10min

Why Markets Stay Steady Amid Venezuela Developments

Why Markets Stay Steady Amid Venezuela Developments

Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential implications for oil, stocks and bonds.Read more insigh...

12 Tammi 4min

Signals Align for a Growth Cycle

Signals Align for a Growth Cycle

Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for markets and the economy.Read more insights from Mo...

9 Tammi 3min

Driverless Cars Take the Fast Lane

Driverless Cars Take the Fast Lane

Our Head of U.S. Internet Research Brian Nowak and Andrew Percoco, Head of North America Autos and Shared Mobility Research, discuss why adoption of autonomous vehicles is likely to gain traction this...

8 Tammi 10min

A Revolution in Credit Markets

A Revolution in Credit Markets

Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for ...

7 Tammi 11min

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