Decarbonizing Real Estate
Our analysts survey the hurdles, opportunities and investment trends in energy renovation.Please note that Laurel Durkay is not a member of Morgan Stanley’s Research department. Unless otherwise indic...
30 Apr 20249min
The Curious Connection Between Airlines and Fashion
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 turnaround.----- Transcript -----Ravi ...
29 Apr 20249min
Can Technology Help Us Live Longer & Better?
Our Head of Europe Thematic Research discusses revolutionary “Longshot” technologies that can potentially alter the course of human ageing, and which of them look most investible to the market.----- T...
26 Apr 20245min
Meeting the Demand for Anti-Obesity Treatment
With interest in anti-obesity medications growing significantly, the head of our European Pharmaceuticals Team examines just how large that market could become.----- Transcript -----Welcome to Thought...
25 Apr 20243min
European Markets React to Upcoming U.S. Election
As the U.S. presidential election remains closely contested, our experts discuss what a change in administration could mean for European equities in terms of trade, China relations and other key issue...
24 Apr 20248min
US Economy: Bigger, But Not Tighter
New data on both immigration and inflation defied predictions and may have shifted the Fed’s perspective. Our Chief U.S. Economist and Head of U.S. Rates Strategy share their updated outlooks. ----- ...
23 Apr 202412min
US Equities: No Landing in Sight
Recent data indicates the economy may avoid either a soft or hard landing for now. Our Chief U.S. Equity Strategist explains why investors should seek out quality as the economy stays aloft.----- Tran...
22 Apr 20244min
Mixed Signals for Asia and Emerging Markets
Japan and India are currently set to lead growth in these markets, but a higher-for-longer rate environment in the U.S. could favor China, Hong Kong and others, according to our analyst.----- Transcri...
19 Apr 20243min
