Michael Zezas: Three Revealing Numbers from the Stimulus Package

Original Release on September 30th, 2021: Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management, discusses the new shape of retail investing and the impact on markets.----- Trans...

29 Dec 202110min

Original Release on August 12th, 2021: Investor interest in thematic equity products such as ETFs has rapidly surged, particularly among tech themes. Why the momentum may only grow.----- Transcript --...

28 Dec 20217min

Original Release on August 26th, 2021: Equity investors have applied factor-driven strategies for years, but the approach has seen slow adoption in bond markets. Here’s why that may be changing.----- ...

27 Dec 20217min

Recent signals from the Fed are indicative of a willingness to change its mind quickly. While bond investors may be wary of the volatility this could bring, it may also create opportunities in the new...

22 Dec 20212min

With shifting focus across regulatory, monetary and fiscal policy, there is renewed confidence in the growth and recovery outlook for China in 2022.----- Transcript -----Welcome to Thoughts on the Mar...

21 Dec 20213min

Our narrative of tightening monetary policy and decelerating growth continues to play out amidst developments in Omicron, failed legislation and signals from the Fed.----- Transcript -----Welcome to T...

21 Dec 20213min

A quick preview of what you'll hear on the Thoughts On The Market podcast, which features short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices ...

20 Dec 202146s

With recent signals from the Federal Reserve and new data on the Omicron variant, there’s a lot that could impact the shape of 2022, but for now the core of our outlook remains unchanged.----- Transcr...

17 Dec 20213min