How Longevity Is Influencing Consumer Spending
Our analyst explains what parts of the consumer staples sector could benefit from an aging global population.----- Transcript -----Welcome to Thoughts on the Market. I’m Sarah Simon, Head of the Europ...
1 Feb 20243min
Is M&A Ready to Bounce Back?
While 2023 was an active year for U.S. mergers and acquisitions, according to Wally Cheng, Head of West Coast M&A in our Technology Investment Banking Group, 2024 is positioned to be a busy year.Wally...
1 Feb 20247min
Markets Are Ready for More Bonds
Who is going to buy nearly $11 trillion in new fixed-income assets in 2024? Find out where our Chief Cross-Asset strategist expects to see demand.----- Transcript -----Welcome to Thoughts on the Marke...
30 Jan 20243min
Opportunities in Corporate Credit for 2024
With the rise of technology, media and telecom credit markets, our analyst explains how companies are looking to manage the rapidly changing landscape. ----- Transcript -----Andrew Sheets: Welcome to ...
30 Jan 20249min
Why It’s Time to Be Bullish on European Equities
Listen as our strategist cites which present-day factors and historical precedents should have investors expecting a big year in European equities.----- Transcript -----Welcome to Thoughts on the Mark...
26 Jan 20243min
Will the U.S. Presidential Election Change Fed Policy?
Investors are concerned that the upcoming election might interfere with policy decisions. Here’s why our view is different.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'...
25 Jan 20246min
What Matters Most to Markets in the U.S. Election
While it’s too early to tell who will win the U.S. presidential election – or how markets will respond to it – there are a few factors that investors should consider.----- Transcript -----Welcome t...
24 Jan 20242min
Taking the Long View
Lisa Shalett, Chief Investment Officer of Morgan Stanley Wealth Management, discusses long-term investors’ biggest concern – the amount and timing of interest rate moves.Lisa Shalett is a member of Mo...
23 Jan 20249min
