Thoughts on the Market

Thoughts on the Market

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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Michael Zezas: Lessons from Super Tuesday

Michael Zezas: Lessons from Super Tuesday

From an investment standpoint, are there lessons to be learned from Joe Biden’s strong showing on Super Tuesday? Yes, but not the ones you might think.

4 Maalis 20203min

Special Episode: A Policy Fix Isn’t Easy

Special Episode: A Policy Fix Isn’t Easy

U.S. stocks fell Tuesday despite a half point rate cut by the Fed. Is conventional wisdom wrong that lower interest rates and central bank support are positives for stocks?

3 Maalis 20202min

Andrew Sheets: Coronavirus: Are Markets Overreacting?

Andrew Sheets: Coronavirus: Are Markets Overreacting?

Global equity markets have endured several days of losses as worries over the coronavirus continue. The question for many investors is “What to do now?”

27 Helmi 20203min

Special Episode: Coronavirus as Catalyst

Special Episode: Coronavirus as Catalyst

Markets have spent the week increasingly concerned about the coronavirus, but Chief Investment Officer Mike Wilson says there’s a lot more going on beyond the headlines.

26 Helmi 20203min

Michael Zezas: Medicare for All… for Investors

Michael Zezas: Medicare for All… for Investors

Senator Bernie Sanders’ recent primary wins are causing some to debate the impact of potential new health care reform on markets. Head of U.S. Public Policy Research Michael Zezas shares three insight...

26 Helmi 20202min

Mike Wilson: All Hail the 50/50 Portfolio?

Mike Wilson: All Hail the 50/50 Portfolio?

In a world of low interest rates and low growth expectations, one portfolio strategy seems likely to continue working for investors. Chief Investment Officer Mike Wilson explains.

24 Helmi 20204min

Andrew Sheets: Why 2020 May Be Tricky for Investors

Andrew Sheets: Why 2020 May Be Tricky for Investors

Although current stock market performance suggests strong economic health, below the surface the story looks a bit different. Chief Cross Asset Strategist Andrew Sheets explains.

21 Helmi 20203min

Michael Zezas: Coronavirus and “Slowbalization”

Michael Zezas: Coronavirus and “Slowbalization”

On today's episode: The impact of the coronavirus underscores the risks of unexpected disruptions of global supply chains. A look at the cost-benefits of globalization.

18 Helmi 20201min

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