Michael Zezas: What if Infrastructure Doesn’t Pass?
All indications suggest that Congress is serious about passing an infrastructure bill, but here’s why investors may want to consider all possible outcomes.
19 Maj 20212min
Graham Secker: European Equities Mid-Year
Graham Secker, Head of Morgan Stanley's European and UK equity strategy team, shares why Europe may be set to outperform global equity markets this year.
18 Maj 20213min
Mike Wilson: Mid-Year U.S. Equities Outlook - Be Selective
Chief Investment Officer Mike Wilson explains why sector and style preferences—along with selective stock picking—may be the key to success for the rest of 2021.
17 Maj 20213min
Andrew Sheets: Inflation - Is It Here to Stay?
The debate over inflation was center stage this week and although the current environment is a far cry from the 1970s, rising prices could mean complications for both companies and central banks.
14 Maj 20213min
Special Episode: How Worrying Are Global Supply Chain Issues?
Labor shortages and inventory constraints are weighing on U.S. manufacturing and shipping. How severe could the impact be to U.S. GDP and multi-industry revenues?
13 Maj 202110min
Michael Zezas: The Bumpy Road Ahead for U.S. Infrastructure
Differing U.S. infrastructure policy approaches highlight the ongoing difficulties of bipartisanship in Washington. Here’s one possible outcome.
12 Maj 20212min
Special Encore: What Are Other Investors Thinking?
Original release April 16th, 2021: Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.
11 Maj 20212min
Mike Wilson: Welcome to the Mid-Cycle Transition
Amid pricey valuations and growing evidence of labor and supply chain issues investors may want to adjust focus as we exit the early stages of the recovery.
10 Maj 20214min
