Special Encore: The Curious Connection Between Airlines and Fashion
Original release date April 29, 2024: Our analysts find that despite the obvious differences between retail fashion and airlines, struggling brands in both industries can use a similar playbook for a ...
5 Jun 202410min
Spirited Debates Around Our Midyear Outlooks
Our Chief Fixed Income Strategist takes listeners behind the curtain on Morgan Stanley’s expectations for markets over the next 12 months.----- Transcript -----Welcome to Thoughts on the Market. I am ...
4 Jun 20243min
Why an ‘Everything Rally’ Is Still Possible
Our Chief Cross-Asset Strategist explains why the high correlation between stocks and bonds could work in investors’ favor throughout the second half of this year.----- Transcript -----Welcome to Thou...
3 Jun 20243min
Why TMT Bonds Are Underperforming
In a generally positive environment for corporate credit, the recent performance of high-yield bonds in the telecom, media and technology (TMT) sector offers a market contrast. Our Lead Analyst for Hi...
31 Mai 20248min
European Economic Outlook: Decidedly More Optimistic
Our Chief Europe Economist explains why the region’s outlook over the next year is trending upward, including how higher growth will lead to lower interest rates this cycle.----- Transcript -----Welco...
30 Mai 20243min
Global Questions About the US Elections
Our Global Head of Fixed Income and Thematic Research reflects on Japanese investors’ interest in the outcome of the upcoming presidential vote in the US.----- Transcript -----Welcome to Thoughts on t...
29 Mai 20242min
Midyear European Equities Outlook: In the Sweet Spot
Our Chief Europe Equity Strategist explains why she is forecasting a 23 percent total return for European equities over the next year.----- Transcript -----Welcome to Thoughts on the Market. I’m Marin...
28 Mai 20243min
Midyear Credit Outlook Favors Moderation
Our Head of Corporate Credit Research explains why moderate economic growth offers opportunities in credit markets – if investors choose carefully.----- Transcript -----Welcome to Thoughts on the Mark...
24 Mai 20243min
