Andrew Sheets: What Do Markets Reward? Progress.

Will India equities continue to outperform China equities in 2024? The two key factors investors should track.----- Transcript -----Welcome to Thoughts on the market. I'm Jonathan Garner, Morgan Stanl...

7 Dec 20234min

Although much will change before the elections, investors should watch for potential impacts on issues such as AI regulation, energy permitting, trade and tax policy.----- Transcript -----Michael Zeza...

6 Dec 20235min

Asia’s economic recovery could continue to be out of step with the rest of the world. Hear which countries are positioned for growth and which might face challenges. ----- Transcript -----Welcome to T...

5 Dec 20233min

U.S. equities markets appear to be betting on an outdated playbook that worked when inflation was benign. But analysis of earnings and macro data suggests an updated playbook may be necessary. What in...

4 Dec 20233min

The market rally of the last few weeks is based on strong economic data, suggesting that the U.S. and Europe remain on track for a “soft landing.” ----- Transcript -----Welcome to Thoughts on the Mark...

1 Dec 20232min

The growing popularity of medicines that curb appetite is having an impact on consumption of less-healthy foods. Here’s what that could mean for packaged snacks, soda, alcohol and fast food.----- Tran...

30 Nov 20234min

With a strong holiday season expected, and a rise in U.S. passport issuance, there’s good reason to believe the travel industry will see durable growth in the year ahead.----- Transcript -----Welcome ...

29 Nov 20233min

Investors in the education sector have focused on threats from generative AI, but may be missing the potential for greater efficiency and new opportunities in workforce reskilling.----- Transcript ---...

28 Nov 20233min