Will the U.S. Presidential Election Change Fed Policy?
Investors are concerned that the upcoming election might interfere with policy decisions. Here’s why our view is different.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'...
25 Jan 20246min
What Matters Most to Markets in the U.S. Election
While it’s too early to tell who will win the U.S. presidential election – or how markets will respond to it – there are a few factors that investors should consider.----- Transcript -----Welcome t...
24 Jan 20242min
Taking the Long View
Lisa Shalett, Chief Investment Officer of Morgan Stanley Wealth Management, discusses long-term investors’ biggest concern – the amount and timing of interest rate moves.Lisa Shalett is a member of Mo...
23 Jan 20249min
Chasing the End of the Economic Cycle
As the current economic cycle plays out, history suggests that stock prices could be in for large price swings in both directions.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wils...
22 Jan 20244min
Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start
Original Release on January 5, 2024: Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient?----- Transcript -----Welcome to Thoughts on the Market. I...
20 Jan 20243min
Mexico Nearshoring Keeps Going Strong
Many investors think the boom in Mexico nearshoring is losing steam. See what they may be missing.----- Transcript -----Welcome to Thoughts on the Market. I'm Nik Lippmann, Morgan Stanley Latin Americ...
18 Jan 20243min
Three Investment Themes for 2024 and Beyond
Elections, geopolitical risks and rate cuts are driving markets in the short term. But there are three trends that could provide long-term investment opportunities.----- Transcript -----Welcome to Tho...
17 Jan 20243min
The Growth Outlook for China’s Tech Sector
Although China has emerged as one of the world’s largest end markets for technology, its tech sector faces some significant macro hurdles. Here’s what investors need to know.----- Transcript -----Welc...
16 Jan 20243min
