Separating the Cyclical from the Systemic
Lisa Shalett, our CIO for Wealth Management, and our Head of Corporate Credit Research discuss how to forecast expected returns over the long term, and whether historic cycles can help make sense of t...
3 Maj 20248min
Special Encore: Seth Carpenter: Looking Back for the Future
Original release date April 8, 2024: Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest rate cycle are reminiscent of the 1990s.----- Transcript -----Welc...
3 Maj 20244min
Where Is the US Dollar Headed?
Our experts discuss U.S. dollar strength and its far-reaching impact on the global economy and the world’s stock markets.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Mic...
2 Maj 20248min
Decarbonizing Real Estate
Our analysts survey the hurdles, opportunities and investment trends in energy renovation.Please note that Laurel Durkay is not a member of Morgan Stanley’s Research department. Unless otherwise indic...
30 Apr 20249min
The Curious Connection Between Airlines and Fashion
Our analysts find that despite the obvious differences between retail fashion and airlines, struggling brands in both industries can use a similar playbook for a turnaround.----- Transcript -----Ravi ...
29 Apr 20249min
Can Technology Help Us Live Longer & Better?
Our Head of Europe Thematic Research discusses revolutionary “Longshot” technologies that can potentially alter the course of human ageing, and which of them look most investible to the market.----- T...
26 Apr 20245min
Meeting the Demand for Anti-Obesity Treatment
With interest in anti-obesity medications growing significantly, the head of our European Pharmaceuticals Team examines just how large that market could become.----- Transcript -----Welcome to Thought...
25 Apr 20243min
European Markets React to Upcoming U.S. Election
As the U.S. presidential election remains closely contested, our experts discuss what a change in administration could mean for European equities in terms of trade, China relations and other key issue...
24 Apr 20248min
