U.S. Midterms: What Investors Should Watch
Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy ...
22 Apr 7min
Warnings and Winners From the IMF Meetings
Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too...
21 Apr 9min
Where Investment Themes Intersect and Beat Markets
Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, generating gains for investors.Read more insights fro...
20 Apr 5min
The Real Drivers of GLP-1 Growth
Our Head of U.S. Pharma and Biotech Terence Flynn discusses how the rapid pace of adoption of weight management treatments could have far-reaching implications across healthcare, consumer behavior and...
17 Apr 4min
Markets Eye Hungary’s Political Shift
Our Global Head of Fixed Income Research Andrew Sheets breaks down how Péter Magyar’s win in Hungary’s election could smooth relations with the EU and lower the risk premium in the country’s assets.Re...
16 Apr 3min
Economic Roundtable: Structural Fallouts From the Iran Conflict
Our Global Chief Economist Seth Carpenter concludes the two-part discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Chetan Ahya on the second order effects of the energy sh...
15 Apr 12min
Economic Roundtable: Energy Shock & Central Banks’ Action
In this first of a two-part discussion, our Global Chief Economist Seth Carpenter leads a discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Chetan Ahya on impacts of the c...
14 Apr 13min
Mounting Evidence of a Market Rebound
Our CIO and Chief U.S. Equity Strategist Mike Wilson shares his perspective on why investors should position for a stock market recovery despite ongoing uncertainty.Read more insights from Morgan Stan...
13 Apr 5min
