How Your Body Data Could Reshape Sectors
Our U.S. Healthcare Analyst Erin Wright discusses how health tracking and preventive diagnostics could influence healthcare costs and different industries, from fitness to retail.Read more insights fr...
12 Touko 5min
Why AI Funding Is So Price-Insensitive
Our Global Head of Fixed Income Research Andrew Sheets explains the economic theory behind the unwavering spending on AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----And...
11 Touko 4min
The New Playbook for Real Estate Net Lease Investing
As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D’Alessandro explain.Read more insights from Morgan Stanley.----- Transcri...
8 Touko 11min
Special Encore: AI’s Next Big Leap
Original Release Date: April 28, 2026Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different ...
7 Touko 10min
How Long Can Markets Ignore the Oil Supply Shock?
Despite the historical energy disruption from the Iran conflict, stocks are back to record highs. Our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats...
6 Touko 12min
AI’s Shift From Thinking to Taking Action
Our Head of Europe and Asia Technology Research Shawn Kim discusses AI’s move from passive chatbots to active agents—and how this influences tech supply chains.Read more insights from Morgan Stanley.-...
5 Touko 4min
Hard Lessons: Rick Rieder
Introducing a recent episode of Hard Lessons, featuring Rick Rieder, BlackRock’s CIO for Global Fixed Income and Head of the Global Allocation Investment Team, in conversation with Seth Carpenter, Glo...
5 Touko 1min
Why Stocks Keep Rallying
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the factors behind stock gains across sectors.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Mark...
4 Touko 4min
