What Global Elections Mean for Markets
Our Global Head of Emerging Markets Sovereign Credit reviews key insights and strategies for investors following the recent elections in Mexico, South Africa and India.----- Transcript -----Welcome to...
7 Kesä 20243min
Inside Japan’s Economic Transformation
Our four-person panel explains Japan’s economic boom, from growing GDP to corporate sector vibrancy, and which upward trends will sustain.----- Transcript -----Chetan Ahya: Welcome to Thoughts on the ...
6 Kesä 20247min
Special Encore: The Curious Connection Between Airlines and Fashion
Original release date April 29, 2024: Our analysts find that despite the obvious differences between retail fashion and airlines, struggling brands in both industries can use a similar playbook for a ...
5 Kesä 202410min
Spirited Debates Around Our Midyear Outlooks
Our Chief Fixed Income Strategist takes listeners behind the curtain on Morgan Stanley’s expectations for markets over the next 12 months.----- Transcript -----Welcome to Thoughts on the Market. I am ...
4 Kesä 20243min
Why an ‘Everything Rally’ Is Still Possible
Our Chief Cross-Asset Strategist explains why the high correlation between stocks and bonds could work in investors’ favor throughout the second half of this year.----- Transcript -----Welcome to Thou...
3 Kesä 20243min
Why TMT Bonds Are Underperforming
In a generally positive environment for corporate credit, the recent performance of high-yield bonds in the telecom, media and technology (TMT) sector offers a market contrast. Our Lead Analyst for Hi...
31 Touko 20248min
European Economic Outlook: Decidedly More Optimistic
Our Chief Europe Economist explains why the region’s outlook over the next year is trending upward, including how higher growth will lead to lower interest rates this cycle.----- Transcript -----Welco...
30 Touko 20243min
Global Questions About the US Elections
Our Global Head of Fixed Income and Thematic Research reflects on Japanese investors’ interest in the outcome of the upcoming presidential vote in the US.----- Transcript -----Welcome to Thoughts on t...
29 Touko 20242min
