What the New Tax Bill Means for Cross-Border Portfolios
Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas reads the fine print of U.S. tax legislation to understand how it might affect foreign companies operating in the U.S....
11 Jun 20253min
How China Is Rewriting the AI Code
Our Head of Asia Technology Research Shawn Kim discusses China's distinctly different approach to AI development and its investment implications.Read more insights from Morgan Stanley.----- Transcript...
10 Jun 20253min
U.S. Financials Conference: Three Key Themes to Watch
Our analysts Betsy Graseck, Manan Gosalia and Ryan Kenny discuss the major discussions they expect to highlight Morgan Stanley’s upcoming U.S. Financials conference.Read more insights from Morgan Stan...
9 Jun 202510min
Standing by Our Outlook
Morgan Stanley’s midyear outlook defied the conventional view in a number of ways. Our analysts Serena Tang and Vishy Tirupattur push back on the pushback to their conclusions, explaining the thought ...
6 Jun 20259min
5 Reasons the Obesity Drug Market Remains Strong
The global market for obesity drugs is expanding. Our U.S. Pharma and Biotech Analyst Terrence Flynn discusses what’s driving the next stage of global growth for GLP-1 medicines.Read more insights fro...
5 Jun 20253min
Midyear U.S. Credit Outlook: Why Investors Should Be Selective
Our analysts Andrew Sheets and Vishwas Patkar take stock of the U.S. credit market, noting which segments are on firm footing going into a period of slower growth.Read more insights from Morgan Stanle...
4 Jun 20257min
U.S. Shoppers Take Stock
Our Thematics and U.S. Economics analysts Michelle Weaver and Arunima Sinha discuss how American consumers are planning to spend as they consider tariffs, inflation and potential new tax policies. Rea...
3 Jun 20259min
Why Equity Markets May Be Stronger Than You Think
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how his outlook on earnings and valuations give him a constructive view on U.S. equities for the next 12 months.Read more insights from Mo...
2 Jun 20254min
