US Housing: Will Lower Fees Means Higher Sales?
A landmark settlement with the National Association of Realtors will change the way brokers are paid commissions. How would this affect people looking to buy or sell homes? Our co-heads of Securitized...
28 Mars 20245min
Are Credit Scores Inflated?
Consumer credit scores have ticked higher in the last two years – but so have the rate of delinquencies and defaults. Our Global Head of Fixed Income discusses “credit score migration” with the firm's...
27 Mars 20244min
Finding Late-Cycle Winners
As investors look for clues on market durability, our Chief U.S. Equity Strategist highlights which sectors could show more widely distributed gains in the near term.----- Transcript -----Welcome to T...
26 Mars 20244min
The Evolution of Private Credit
Morgan Stanley’s Chief Fixed Income Strategist explains why private credit markets have expanded rapidly in recent years, and how they may fare if public credit makes an expected comeback.----- Transc...
25 Mars 20244min
Can ‘As Expected’ Still Give New Information?
Our Head of Corporate Credit notes that while recent central bank meetings offered few surprises, there was still plenty to be gleaned that could affect credit valuations. ----- Transcript -----Welco...
22 Mars 20243min
European Financials: Why Confidence Has Returned
The perspective from our recent European Financials Conference looked positive for UK markets, loan demand and M&A activity. Our European heads of Diversified Financials and Banks Research discuss.---...
21 Mars 20248min
2024 US Elections: Global Investors' Key Questions
Our Global Head of Fixed Income and Thematic Research outlines the potential impact the upcoming U.S. elections could have on increasing treasury yields, US-China policy and Japan’s current trajectory...
20 Mars 20244min
Asia Equities: A Quarter of Dispersion
Our Chief Asia and Emerging Market Equity Strategist reviews an up-and-down first quarter for markets across the region, and gives an update on which sectors investors should be eyeing. ----- Transcri...
19 Mars 20244min
