End-of-Year Encore: Retail Investing
Original Release on September 30th, 2021: Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management, discusses the new shape of retail investing and the impact on markets.----- Trans...
29 Joulu 202110min
End-of-Year Encore: Thematic Investing
Original Release on August 12th, 2021: Investor interest in thematic equity products such as ETFs has rapidly surged, particularly among tech themes. Why the momentum may only grow.----- Transcript --...
28 Joulu 20217min
End-of-Year Encore: Factor Investing
Original Release on August 26th, 2021: Equity investors have applied factor-driven strategies for years, but the approach has seen slow adoption in bond markets. Here’s why that may be changing.----- ...
27 Joulu 20217min
Michael Zezas: A More Flexible Fed
Recent signals from the Fed are indicative of a willingness to change its mind quickly. While bond investors may be wary of the volatility this could bring, it may also create opportunities in the new...
22 Joulu 20212min
Chetan Ahya: China’s 2022 Policy Shifts
With shifting focus across regulatory, monetary and fiscal policy, there is renewed confidence in the growth and recovery outlook for China in 2022.----- Transcript -----Welcome to Thoughts on the Mar...
21 Joulu 20213min
Mike Wilson: Fire & Ice Continues Into Year-end
Our narrative of tightening monetary policy and decelerating growth continues to play out amidst developments in Omicron, failed legislation and signals from the Fed.----- Transcript -----Welcome to T...
21 Joulu 20213min
Welcome to Thoughts on the Market
A quick preview of what you'll hear on the Thoughts On The Market podcast, which features short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices ...
20 Joulu 202146s
Andrew Sheets: Challenges to the 2022 Story Emerge
With recent signals from the Federal Reserve and new data on the Omicron variant, there’s a lot that could impact the shape of 2022, but for now the core of our outlook remains unchanged.----- Transcr...
17 Joulu 20213min
