Pet Industry and the Bite of Higher Costs
Our U.S. Hardlines, Broadlines and Food Retail Analyst Simeon Gutman explains how affordability and new shopping habits are changing how Americans choose and care for their pets.Read more insights fro...
1 Juni 4min
Finding Value in Commercial Real Estate Credit
Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why there may be an opportunity to invest in those se...
29 Maj 4min
What Changed After the U.S.-China Summit?
Our Deputy Global Head of Research Michael Zezas explains why the recent U.S.-China summit may have eased near-term risks, without changing the bigger picture for investors.Read more insights from Mor...
28 Maj 3min
The Battle for the Future of Gaming
As AI changes the video game industry, Matt Cost, from Morgan Stanley’s U.S. Internet team, takes us through the game play and what could drive the next level of engagement.Read more insights from Mor...
27 Maj 3min
Asia’s Capex Boom Goes Beyond AI
Our Chief Asia Economist Chetan Ahya looks at why spending not only on AI, but also on energy and defense, could drive Asia's strongest industrial cycle in decades.Read more insights from Morgan Stanl...
26 Maj 5min
The New Japan Trade
The conclusion of our two-part episode from Morgan Stanley and MUFG’s Japan Summit looks at structural shifts in Japan’s economy and Prime Minister Sanae Takaichi’s strategic growth agenda.Read more i...
22 Maj 11min
What’s Driving Japan’s Market Momentum
Recorded live at the Morgan Stanley and MUFG Japan Summit, our Global Chief Economist and Head of Macro Research Seth Carpenter led a discussion on Asia’s exposure to the energy shock and Japan’s bull...
21 Maj 11min
Why the UK’s Economy May Surprise Investors Again
Our Global Head of Fixed Income Research Andrew Sheets and Chief UK Economist Bruna Skarica discuss why they see a more constructive UK outlook than markets do, despite energy, fiscal and political ri...
20 Maj 12min
