Andrew Sheets: What Do Markets Reward? Progress.

Andrew Sheets: What Do Markets Reward? Progress.

Why are markets climbing despite a pandemic and this week’s demonstrations across the U.S.? The answer may lie with how markets view progress.

Avsnitt(1569)

US Elections: Weighing the Options

US Elections: Weighing the Options

On the eve of a competitive US election, our CIO and Chief US Equity Strategist joins our head of Corporate Credit Research and Chief Fixed Income Strategist to asses how investors are preparing for e...

5 Nov 202414min

How Young People Think About Money

How Young People Think About Money

Our US Fintech and Payments analyst reviews a recent survey that reveals key trends on how Gen Z and Millennials handle their personal finances.----- Transcript -----Welcome to Thoughts on the Market....

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A Global Credit Tour

A Global Credit Tour

With the US election as a backdrop, our Head of Corporate Credit Research Andrew Sheets tells three stories that help encapsulate the state of global credit markets.----- Transcript -----Welcome to Th...

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US Election: Waiting Out a Close Race

US Election: Waiting Out a Close Race

Our Global Head of Fixed Income and Thematic Research, Michael Zezas, outlines how investors should navigate the closing days of the presidential campaign -- including a vote-counting period that coul...

30 Okt 20243min

The U.S. Election and Tax Policy

The U.S. Election and Tax Policy

Our U.S. Public Policy and Valuation, Accounting & Tax strategists assess the possible scenarios in the upcoming elections, and what they could mean for both taxpayers and the market.----- Transcript ...

29 Okt 20247min

Markets Uncertain Ahead of U.S. Election

Markets Uncertain Ahead of U.S. Election

As the U.S. presidential race continues to be neck and neck according to opinion polls, our Chief Fixed Income Strategist considers the possible market implications if some policies proposed during th...

28 Okt 20245min

A $10 Trillion Opportunity in US Reshoring

A $10 Trillion Opportunity in US Reshoring

After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. Our US Multi-Industry Analyst Chris Snyder looks at what’s behind this trend.----- Transcrip...

25 Okt 20243min

Retirement in the Age of Higher Life Expectancy

Retirement in the Age of Higher Life Expectancy

Morgan Stanley’s European Head of Research Product Paul Walsh speaks to Betsy Graseck, Global Head of Banks and Diversified Finance, and Bruce Hamilton, European Asset Managers Diversified Financials ...

24 Okt 20248min

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