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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How Young People Think About Money

How Young People Think About Money

Our US Fintech and Payments analyst reviews a recent survey that reveals key trends on how Gen Z and Millennials handle their personal finances.----- Transcript -----Welcome to Thoughts on the Market....

1 Marras 20244min

A Global Credit Tour

A Global Credit Tour

With the US election as a backdrop, our Head of Corporate Credit Research Andrew Sheets tells three stories that help encapsulate the state of global credit markets.----- Transcript -----Welcome to Th...

31 Loka 20244min

US Election: Waiting Out a Close Race

US Election: Waiting Out a Close Race

Our Global Head of Fixed Income and Thematic Research, Michael Zezas, outlines how investors should navigate the closing days of the presidential campaign -- including a vote-counting period that coul...

30 Loka 20243min

The U.S. Election and Tax Policy

The U.S. Election and Tax Policy

Our U.S. Public Policy and Valuation, Accounting & Tax strategists assess the possible scenarios in the upcoming elections, and what they could mean for both taxpayers and the market.----- Transcript ...

29 Loka 20247min

Markets Uncertain Ahead of U.S. Election

Markets Uncertain Ahead of U.S. Election

As the U.S. presidential race continues to be neck and neck according to opinion polls, our Chief Fixed Income Strategist considers the possible market implications if some policies proposed during th...

28 Loka 20245min

A $10 Trillion Opportunity in US Reshoring

A $10 Trillion Opportunity in US Reshoring

After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. Our US Multi-Industry Analyst Chris Snyder looks at what’s behind this trend.----- Transcrip...

25 Loka 20243min

Retirement in the Age of Higher Life Expectancy

Retirement in the Age of Higher Life Expectancy

Morgan Stanley’s European Head of Research Product Paul Walsh speaks to Betsy Graseck, Global Head of Banks and Diversified Finance, and Bruce Hamilton, European Asset Managers Diversified Financials ...

24 Loka 20248min

Europe’s Demographic Dilemma

Europe’s Demographic Dilemma

Our Chief Europe Economist Jens Eisenschmidt and Europe Equity Strategist Regiane Yamanari discuss the strain of an aging population on the future of Europe’s economy and markets.----- Transcript ----...

23 Loka 20249min

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