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
Making Sense of Mixed Market Signals
Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets suggests U.S. markets may offer a steady course in th...
10 Apr 4min
U.S Consumer Spending Meets Caution
Our U.S. Thematic and Equity Strategist Michelle Weaver breaks down the results of a new survey on U.S. consumer spending and confidence.Read more insights from Morgan Stanley.----- Transcript -----We...
9 Apr 4min
