Finding the Equity Sweet Spot
Our CIO and Chief Equity Strategist discusses the continued uncertainty in the markets, and how investors are now looking at earnings growth and improving valuations.----- Transcript -----Welcome to T...
18 Mar 20243min
Rate Cut Uncertainty
Our Head of Corporate Credit Research explains why leveraged loans would benefit if bumpy inflation data leads the Federal Reserve to delay interest rate cuts.----- Transcript -----Welcome to Thoughts...
15 Mar 20243min
Economics Roundtable: Updating our 2024 Outlook
Morgan Stanley’s chief economists have their quarterly roundtable discussion, focusing on the state of inflation across global regions, the possible effect of the US election on the economy and more.-...
14 Mar 202412min
Revving Up the Speed of E-Commerce Delivery
Our Freight Transportation & Airlines Analyst unboxes the latest trends around parcel transit times and systems in the U.S. and their impact on the future of e-commerce supply chains.----- Transcript ...
13 Mar 20244min
Where AI Is Advancing
Our roundtable of experts recaps highlights from the 2024 Morgan Stanley Technology, Media & Telecom Conference, including AI innovation, trends in live entertainment and the need for operational effi...
12 Mar 20247min
AI, Scale and Privacy
Matt Cost of the firm’s U.S. Internet team shares his key takeaways from the 2024 Morgan Stanley Technology, Media & Telecom Conference, including the online ad market’s rebound and the future of prop...
11 Mar 20243min
M&A Rebound Ahead?
Our Head of Corporate Credit Research cites near-term and long-term factors indicating that investors should expect a major boost in merger and acquisition activity.----- Transcript -----Welcome to Th...
8 Mar 20243min
Why European Data Centers Are Set for Major Growth
Morgan Stanley’s Europe Telecom Analyst outlines three factors pointing to a boom, the obstacles to overcome and the associated industries most likely to benefit.---- Transcript -----Welcome to Though...
7 Mar 20244min
