Economics Roundtable: Global Elections in Focus
Halfway through a historic year for elections around the world, Morgan Stanley’s chief economists assess the impact of recent results on the global economy, and weigh potential effects from key electi...
24 Jun 20249min
Economics Roundtable: Investors Eye Central Banks
Morgan Stanley’s chief economists examine the varied responses of global central banks to noisy inflation data in their quarterly roundtable discussion.----- Transcript -----Seth Carpenter: Welcome to...
21 Jun 202412min
Volatility Doesn’t Necessarily Rock the Boat
Our head of corporate credit research dives into the question of correlation and market volatility, and explains why stock indices can remain stable despite a certain level of turmoil, as we have seen...
20 Jun 20243min
Investment Discipline In An Election Year
Investors watching for market reactions would do well to stick to their existing plans in an environment where the economic impacts of any particular US election outcome remains unclear. Our Global He...
18 Jun 20243min
Tracking the Rebound in Tech IPOs
The AI revolution has helped fuel the tech IPO sector’s resurgence following a two-year lull. Our Co-Heads of Technology Equity Capital Markets join our Global Head of Fixed Income and Thematic Resear...
17 Jun 20249min
This Is Still India’s Decade
Our Head of India Research and Chief India Equity Strategist lays out his bullish post-election view on India, explaining why the market is likely to drive a fifth of global growth in the coming decad...
14 Jun 20243min
Cautious Corporate Boards Extend the Credit Cycle
A strong economy and global stock market surge may suggest market euphoria. However, our Head of Corporate Credit Research explains why the corporate sector caution is, in fact, a good sign.----- Tran...
13 Jun 20243min
Convenience Is Compelling
Our US Thematic Strategist explains the premium that consumers will pay for convenience, and what that means for sectors including online retail, dining and package delivery.----- Transcript -----Welc...
12 Jun 20244min
