Convenience Is Compelling
Our US Thematic Strategist explains the premium that consumers will pay for convenience, and what that means for sectors including online retail, dining and package delivery.----- Transcript -----Welc...
12 Juni 20244min
Presidential Elections Aren’t the Only Important Ones
Our Global Chief Economist takes stock of recent elections in India, Mexico and South Africa -- and what they suggest about the market implications of the upcoming UK and US elections.----- Transcript...
11 Juni 20244min
Investors Riding an Unpredictable Wave
Our CIO and Chief U.S. Equity Strategist explains why economic fluctuations have made it more difficult to project a possible soft or no landing outcome, and how investors can navigate this continuing...
10 Juni 20243min
What Global Elections Mean for Markets
Our Global Head of Emerging Markets Sovereign Credit reviews key insights and strategies for investors following the recent elections in Mexico, South Africa and India.----- Transcript -----Welcome to...
7 Juni 20243min
Inside Japan’s Economic Transformation
Our four-person panel explains Japan’s economic boom, from growing GDP to corporate sector vibrancy, and which upward trends will sustain.----- Transcript -----Chetan Ahya: Welcome to Thoughts on the ...
6 Juni 20247min
Special Encore: The Curious Connection Between Airlines and Fashion
Original release date April 29, 2024: 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 ...
5 Juni 202410min
Spirited Debates Around Our Midyear Outlooks
Our Chief Fixed Income Strategist takes listeners behind the curtain on Morgan Stanley’s expectations for markets over the next 12 months.----- Transcript -----Welcome to Thoughts on the Market. I am ...
4 Juni 20243min
Why an ‘Everything Rally’ Is Still Possible
Our Chief Cross-Asset Strategist explains why the high correlation between stocks and bonds could work in investors’ favor throughout the second half of this year.----- Transcript -----Welcome to Thou...
3 Juni 20243min
