Eyeing a Market of Many
The valuations of stocks and corporate bonds, which have been driven largely by macroeconomic factors since 2020, are finally starting to reflect companies’ underlying performance. Our Head of Corpora...
23 Helmi 20243min
Behind the Rapid Growth of the Private Credit Market
As traditional financial institutions tightened their lending standards last year, private credit stepped in to fill some of the gaps. But with rates now falling, public lenders are poised to compete ...
22 Helmi 20246min
An Atlantic-Sized Divide in Monetary Policy
Central banks in the U.S. and Europe are looking to cut rates this year, but the path to those cuts differs greatly. Our Global Chief Economist explains this stark dichotomy.----- Transcript -----Welc...
21 Helmi 20244min
Accelerating the Shift from AI Enablers to AI Adopters
Our Head of Thematic Research in Europe previews the possible next phase of the AI revolution, and what investors should be monitoring as the technology gains adoption.----- Transcript -----Welcome to...
20 Helmi 20243min
Commercial Real Estate's Uncertain Future
Our Fixed Income Strategist outlines commercial real estate’s post-pandemic challenges, which could make regional bank lenders vulnerable. ----- Transcript -----Welcome to Thoughts on the Market, I’m ...
16 Helmi 20243min
What the U.S. Election Could Mean for NATO
Michael Zezas, Global Head of Fixed Income and Thematic Research, gives his take on how the U.S. election may influence European policy on national security, with implications for the defense and cybe...
15 Helmi 20242min
The Rising Risk of Global Trade Tensions for Asia
Key developments in China and the U.S. will impact global trade and the growth outlook for Asia in 2024.----- Transcript -----Welcome to Thoughts on the Market. I’m Chetan Ahya, Morgan Stanley’s Chief...
15 Helmi 20243min
Ripple Effects of the Red Sea Disruptions
Our expert panel discusses how the Red Sea situation is affecting the global economy and equity markets, as well as key sectors and the shipping industry.----- Transcript -----Jens Eisenschmidt: Welco...
14 Helmi 20249min
