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
AI and Jobs: What Data and History Say
Our Global Chief Economist and Head of Macro Research Seth Carpenter discusses whether the economy can adapt fast enough to turn AI into a productivity boom rather than a labor market shock.Read more ...
1 Touko 5min
The Metric Taking Over Earning Season
Capital spending usually signals how a company is positioning itself for the future. Our Global Head of Fixed Income Research Andrew Sheets explains why this metric is getting more attention from inve...
30 Huhti 4min
