Thoughts on the Market
1,164 episodes - English - Latest episode: 1 day ago - ★★★★★ - 1.2K ratingsShort, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Episodes
Accelerating the Shift from AI Enablers to AI Adopters
February 20, 2024 22:04 - 3 minutes - 3.24 MBOur Head of Thematic Research in Europe previews the possible next phase of the AI revolution, and what investors should be monitoring as the technology gains adoption. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Edward Stanley, Morgan Stanley’s Head of Thematic Research in Europe. Along with my colleagues bringing you a variety of perspectives, today I’ll discuss the latest developments around AI Adopters. It’s Tuesday, February the 20th, at 2pm in London. The ...
Commercial Real Estate's Uncertain Future
February 16, 2024 20:30 - 3 minutes - 3.45 MBOur Fixed Income Strategist outlines commercial real estate’s post-pandemic challenges, which could make regional bank lenders vulnerable. ----- Transcript ----- Welcome to Thoughts on the Market, I’m Vishy Tirupattur, Morgan Stanley’s Chief Fixed Income Strategist. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the challenges of the commercial real estate markets. It's Friday, Feb 16th at 3 pm in New York. Commercial real estate – CRE in ...
What the U.S. Election Could Mean for NATO
February 15, 2024 22:34 - 2 minutes - 2.44 MBMichael Zezas, Global Head of Fixed Income and Thematic Research, gives his take on how the U.S. election may influence European policy on national security, with implications for the defense and cybersecurity sectors. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about the impact of the US electio...
The Rising Risk of Global Trade Tensions for Asia
February 15, 2024 04:24 - 3 minutes - 3.08 MBKey developments in China and the U.S. will impact global trade and the growth outlook for Asia in 2024. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Chetan Ahya, Morgan Stanley’s Chief Asia Economist. Along with my colleagues bringing you a variety of perspectives, today I’ll discuss the risk of re-emerging trade tensions and how this might impact the growth outlook for Asia. It’s Thursday, Feb 15, at 9 AM in Hong Kong. Trade tensions took a back seat during the...
Ripple Effects of the Red Sea Disruptions
February 14, 2024 00:04 - 9 minutes - 8.37 MBOur expert panel discusses how the Red Sea situation is affecting the global economy and equity markets, as well as key sectors and the shipping industry. ----- Transcript ----- Jens Eisenschmidt: Welcome to Thoughts on the Market. I am Jens Eisenschmidt, Morgan Stanley's Chief Europe Economist. Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist. Cedar Ekblom: And I'm Cedar Ekblom, Shipping and Logistics Analyst. Jens Eisenschmidt: And on this special ep...
Three Reasons the U.S. Consumer Outlook Remains Strong
February 12, 2024 22:45 - 2 minutes - 2.57 MBDespite a likely softening of the labor market, U.S. consumer spending should remain healthy for 2024. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Sarah Wolfe from the US Economics Team. Along with my colleagues bringing you a variety of perspectives; today I’ll give you an update on the US consumer. It’s Monday, February 12, at 10 AM in New York. Lately, there's been a lot of mixed data on the health of the US consumer. We saw a very strong holiday spending in ...
Rooting for a Positive Rate of Change
February 09, 2024 17:34 - 3 minutes - 3.01 MBInvestors in credit markets pay close attention to the latest economic data. Our head of Corporate Credit Research explains why they should be less focused on the newest numbers and more focused on whether and how those numbers are changing. --------Transcript-------- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about trends across the glob...
Trends in the 2024 Credit Landscape
February 08, 2024 20:56 - 8 minutes - 7.5 MBOur credit experts from Research and Investment Management give their overview of private and public credit markets, comparing their strengths and weaknesses following two years of rate hikes. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Chief Fixed Income Strategist in Morgan Stanley Research. David Miller: And I'm David Miller, Head of Global Private Credit and Equity for Morgan Stanley Investment Management. Vishy Tirupatt...
Which Geopolitical Events Matter Most to Investors
February 07, 2024 21:58 - 3 minutes - 3.05 MBWith multiple, ongoing geopolitical conflicts, our analyst says investors should separate signals from noise in how these events can impact markets. Important note regarding economic sanctions. This research may reference jurisdiction(s) or person(s) which are the subject of sanctions administered or enforced by the U.S. Department of the Treasury’s Office of Foreign Assets Control (“OFAC”), the United Kingdom, the European Union and/or by other countries and multi-national bodies....
What Japan Can Teach the World About Longevity
February 07, 2024 00:08 - 9 minutes - 8.72 MBJapan’s experience as one of the first countries to have an aging population offers a glimpse of what’s to come for other countries on the same path. See what an older population could mean in terms of social policy, productivity, immigration reform, medical costs and more. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Robert Feldman: And I'm Robert Feldman, Senior Advisor at Morgan Stanley M...
A Longer Wait for Rate Cuts?
February 05, 2024 23:27 - 4 minutes - 3.99 MBAs positive economic data makes it less likely that the Fed will cut rates in March, our Chief US Equity Strategist explains what this could mean for small-cap stocks. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U. S. Equity Strategist for Morgan Stanley. Along with my colleagues bringing a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, February 5th at 11...
Is the Housing Market Back?
February 02, 2024 22:34 - 5 minutes - 5.37 MBMortgage rates are down, sales volumes are rising and housing is gradually getting more affordable. Our analysts discuss why they think the U.S. housing market is on a healthy foundation. ----- Transcript ----- Jim Egan: Welcome to Thoughts on the Market. I'm Jim Egan, Co Head of Securitized Products Research at Morgan Stanley. Jay Bacow: And I'm Jay Bacow, the other Co Head of Securitized Products Research. Jim Egan: And on this episode of the podcast, we'll be talking about m...
How Longevity Is Influencing Consumer Spending
February 01, 2024 22:07 - 3 minutes - 3.21 MBOur 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 European consumer staples team at Morgan Stanley, and today I’ll be talking the increasingly important longevity theme and its impact on consumers. It’s Thursday, the first of February, at 3 PM in London. It's no secret that global life expectancy is increasing. The rise of modern medic...
Is M&A Ready to Bounce Back?
February 01, 2024 00:12 - 7 minutes - 7.28 MBWhile 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 Cheng is not a member of Morgan Stanley’s Research department. Unless otherwise indicated, his views are his own and may differ from the views of the Morgan Stanley Research department and from the views of others within Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome...
Markets Are Ready for More Bonds
January 30, 2024 20:28 - 3 minutes - 3.16 MBWho 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 Market. I'm Serena Tang, Morgan Stanley's Chief Cross Asset strategist. Along with my colleagues bringing you a variety of perspectives, today I'll discuss our outlook for global fixed income supply and demand in 2024. It's Tuesday, January 30th at 10 a.m. in New York. This year is s...
Opportunities in Corporate Credit for 2024
January 30, 2024 00:07 - 9 minutes - 8.25 MBWith 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 Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. David Hamburger: And I'm David Hamburger, Head of U.S. Sector Corporate Credit Research and Lead Analyst for High Yield TMT here at Morgan Stanley. Andrew Sheets: And on today's speci...
Why It’s Time to Be Bullish on European Equities
January 26, 2024 21:52 - 3 minutes - 3.46 MBListen 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 Market. I'm Marina Zavolock, Morgan Stanley's Chief European Equity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll be discussing our new approach to European equity markets. It's Friday, January 26th at 4:00 pm in London. My team and I recently...
Will the U.S. Presidential Election Change Fed Policy?
January 25, 2024 21:16 - 6 minutes - 6.35 MBInvestors 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'm Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Matthew Hornbach: And on this episode of the podcast, we'll discuss whether the election will change Fed policy this year. It's T...
What Matters Most to Markets in the U.S. Election
January 24, 2024 22:31 - 2 minutes - 2.58 MBWhile 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 to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the impact of the US election on markets. It's Wednesday, January 24th at 10 a.m....
Taking the Long View
January 23, 2024 20:16 - 9 minutes - 8.42 MBLisa 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 Morgan Stanley’s Wealth Management Division and is not a member of Morgan Stanley’s Research Department. Unless otherwise indicated, her views are her own and may differ from the views of the Morgan Stanley Research Department and from the views of others within Morgan Stanley. ----- T...
Chasing the End of the Economic Cycle
January 22, 2024 21:31 - 4 minutes - 3.7 MBAs the current economic cycle plays out, history suggests that stock prices could be in for large price swings in both directions. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, January 22nd at 11am in New York. So let's get after ...
Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start
January 20, 2024 00:10 - 3 minutes - 2.96 MBOriginal Release on January, 5th 2024: Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape and how we put those ideas together. It's Friday, January 5th at 2 p.m. in Lo...
Mexico Nearshoring Keeps Going Strong
January 18, 2024 19:02 - 3 minutes - 3.29 MBMany investors think the boom in Mexico nearshoring is losing steam. See what they may be missing. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Nik Lippmann, Morgan Stanley Latin American Equity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll focus on our outlook for nearshoring in Mexico. It's Thursday, January 18th at 10 a.m. in New York. As we've discussed frequently on this podcast, we're seeing a rapid transition from...
Three Investment Themes for 2024 and Beyond
January 17, 2024 20:03 - 3 minutes - 3.26 MBElections, geopolitical risks and rate cuts are driving markets in the short term. But there are three trends that could provide long-term investment opportunities. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about three key investment themes for 2024. It's Wednesday, January 17th at 10 a.m. in New ...
The Growth Outlook for China’s Tech Sector
January 16, 2024 20:05 - 3 minutes - 2.96 MBAlthough China has emerged as one of the world’s largest end markets for technology, its tech sector faces some significant macro hurdles. Here’s what investors need to know. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Shawn Kim, Head of Morgan Stanley's Asia Technology Research Team. Along with my colleagues bringing you a variety of perspectives, today I'll talk about the impact of macro factors on China's technology sector. It's Tuesday, January 16th at 10 a.m...
What’s Next for Money Market Funds?
January 12, 2024 20:20 - 3 minutes - 2.87 MBChanging Fed policy in 2024 is likely to bring down yields from these increasingly popular funds. Here’s what investors can consider instead. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about trends across the investment landscape and how we put those ideas together. It's Friday, January 12th at 2 p.m. in London. O...
The Path Ahead for Natural Gas and Shale
January 11, 2024 18:38 - 3 minutes - 2.98 MBInvestors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here’s what to expect in 2024. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Devin McDermott, Head of Morgan Stanley's North American Energy Research Team and the Lead Commodity Strategist for Global Gas and LNG Markets. Today, I'll be talking about some of the big debates around natural gas and shale in 2024. It's Thursday, January 11th at 10 a.m. in New York. The evoluti...
Will Global Oil Markets Surprise In 2024?
January 10, 2024 19:43 - 3 minutes - 3.1 MBWorld oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand this precarious balance. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Martjin Rats, Morgan Stanley's Global Commodity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll discuss the 2024 Global Outlook for oil. It's Wednesday, the 10th of January at 2 p.m. in London. Around six m...
Are These Gen AI’s Next Big Winners?
January 09, 2024 19:12 - 3 minutes - 3.25 MBCompanies that offer generative AI solutions saw their valuations rise in 2023. This year, investors should look at the companies adopting these solutions. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ed Stanley, Morgan Stanley's Head of Thematic Research in Europe. And along with my colleagues, bringing you a variety of perspectives, today I'll discuss our views on the broad impacts of AI across global markets. It's Tuesday, the 9th of January at 2 p.m. in London...
Will Anti-Obesity Drugs Disrupt the MedTech Industry?
January 08, 2024 19:50 - 3 minutes - 3.24 MBInvestors worry that anti-obesity drugs could dent demand for medical procedures and devices. Here’s what they could be missing. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Patrick Wood, Morgan Stanley's MedTech analyst. And today, I'll be talking about the potential impact of anti-obesity medications on the MedTech industry. It's Monday, January 8th at 10 a.m. in New York. Anti-obesity drugs have made significant gains in popularity over the past year, and b...
Andrew Sheets: Why 2024 Is Off to a Rocky Start
January 05, 2024 19:36 - 3 minutes - 2.84 MBShould investors be concerned about a sluggish beginning to the year, or do they just need to be patient? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape and how we put those ideas together. It's Friday, January 5th at 2 p.m. in London. 2023 saw a strong finish to a s...
Can Japanese Equities Rally in 2024?
January 04, 2024 19:31 - 3 minutes - 3.06 MBMany investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan Stanley's Asia and Emerging Market Equity Strategy team. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss one of the big debates in the market around Japanese equities in 2024. It's Thursday, January 4th at 10 a.m. in Singapore....
New Year, New Investment Themes?
January 03, 2024 22:11 - 5 minutes - 5.37 MBTune in as our analysts take a look back at the major themes from 2023 and a look ahead to what investors should be eyeing in 2024. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. And on this special episode of the podcast, we'll take a look back at 2023, which has been an extraordinary year. And we'll also touch on what 2024 could have in store for investors. It's Wednesday, January the 3rd ...
2024 U.S. Autos Outlook: Should Investors Be Concerned?
January 02, 2024 21:37 - 4 minutes - 3.75 MBThe auto industry is pivoting from big spending to capital discipline. Our analyst highlights possible areas where investors may find opportunities this year. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Adam Jonas, Morgan Stanley's Head of the Global Autos and Shared Mobility Team. Today I'll be talking about our U.S. autos outlook for 2024. It's Tuesday, January 2nd at 10 a.m. in New York. Heading into 2024, we remain concerned about the future of the U.S. aut...
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
December 29, 2023 18:00 - 11 minutes - 10.2 MBOriginal Release on November 14th, 2023: Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. This is part two of our special roundtable discussion on what is ahead for the global economy and markets in 2024. It's Tu...
End-of-Year Encore: Macro Economy: The 2024 Outlook
December 28, 2023 18:00 - 9 minutes - 8.46 MBOriginal Release on November 13th, 2023: As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategist Vishy Tirupattur hosts a roundtable with Chief Economist Seth Carpenter and Chief U.S. Equity Strategist Mike Wilson to discuss. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today on the pod...
End-of-Year Encore: 2024 Asia Equities Outlook: India vs. China
December 27, 2023 18:00 - 4 minutes - 4.52 MBOriginal Release on December 7th, 2023: Will India equities continue to outperform China equities in 2024? The two key factors investors should track. ----- Transcript ----- Welcome to Thoughts on the market. I'm Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Market Equity Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'm going to be discussing our continued preference for Indian equities versus China equities. It's Thursday, Decemb...
End-of-Year Encore: An Early Guide to the 2024 U.S. Elections
December 26, 2023 18:00 - 6 minutes - 5.83 MBOriginal Release on December 6th, 2023: Although much will change before the elections, investors should watch for potential impacts on issues such as AI regulation, energy permitting, trade and tax policy. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research. Ariana Salvatore: And I'm Ariana Salvatore, from the U.S. Public Policy Research Team. Michael Zezas: On this spec...
Andrew Sheets: Credit Markets Take a Sunny View
December 22, 2023 15:56 - 3 minutes - 2.97 MBHow has corporate credit fared through slow growth and high inflation? Here’s our view on what comes next for this market. ----- Transcript ----- [00:00:02] Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape and how we put those ideas together. It's Friday, December 22nd at 4 p.m. in London. [00:00:18...
Will Falling Rates Mean Lower Home Prices?
December 21, 2023 20:16 - 7 minutes - 7.05 MBAs mortgage rates come down from 8% closer to 6.5%, the 2024 housing market will see changes in inventory, home prices and sales. ----- Transcript ----- Jay Bacow: Welcome to Thoughts on the Market. I'm Jay Bacow, Co-Head of Securitized Products Research at Morgan Stanley. Jim Egan: And I'm Jim Egan, the other Co-Head of Securitized Products Research. Jay Bacow: And on this episode of the podcast we'll be discussing what the recent rally in mortgage rates means to the mortga...
Michael Zezas: Why Geopolitics May Matter More in 2024
December 20, 2023 21:16 - 2 minutes - 2.65 MBWhile the U.S. debt ceiling challenge and the conflict in the Middle East left markets largely undisturbed this year, 2024 could tell a different story. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be looking ahead to geopolitical catalysts for markets in 2024. It's Wednesday, December 20th at 11 a.m. in New Yor...
Will the Fed’s Pivot Favor Bonds Over Equities?
December 19, 2023 21:34 - 6 minutes - 6.03 MBHear our perspective on market action following the Fed's change in direction, and what it means for our 2024 outlook. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I'm Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. In this special episode I'm joined by my colleague and Global Head of Cross-Asset Strategy, Serena Tang. Along with our colleagues bringing you a variety of perspectives, we'll be talking about how our views have evolve...
Mike Wilson: Does the U.S. Equity Rally Still Have Steam?
December 18, 2023 21:15 - 3 minutes - 3.59 MBHear how the Fed’s announcement of upcoming rate cuts could affect equity markets—particularly small-cap stocks. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues bringing me a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, December 18th at 11 a.m. in New York. So let's get after it. Going int...
Economic Roundtable: What’s in Store for ’24?
December 16, 2023 00:21 - 8 minutes - 7.43 MBJoin our first quarterly roundtable where Morgan Stanley’s chief economists discuss the outlook for the U.S., Europe, China, and Japan. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. On this special episode of the podcast, we're going to hold a roundtable discussion focusing on Morgan Stanley's global economic outlook for 2024. It's Friday, December 15th at 4 p.m. in London. Ellen Zentner: 11...
Sustainability: Mixed Signals on Decarbonization After COP28
December 14, 2023 21:42 - 3 minutes - 3.36 MBThe U.N. Climate Change Conference, COP28, delivered positive news around technology, clean energy and methane emissions. But investors should be wary about slower progress in other areas. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss some takeaways from the recent UN Climate Change Conference. It's Thursday, De...
Michael Zezas: The U.S. Election, Clean Energy and Healthcare
December 13, 2023 23:46 - 2 minutes - 2.49 MBInvestors are concerned about the potential impact of the upcoming U.S. presidential election in a number of sectors. Here’s what to watch. ----- Transcript ----- Welcome to the Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research from Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the impact of the U.S. elections on markets. It's Wednesday, December 13th at 10 a.m. in New York. Foll...
2024 China Outlook: Can Growth Rebound?
December 12, 2023 22:53 - 8 minutes - 8 MBChina continues to face the triple challenge of debt, deflation and demographics. But are investors missing an opportunity in China equities? ----- Transcript ----- Laura Wang:] Welcome to Thoughts on the Market. I'm Laura Wang, Morgan Stanley's Chief China Equity Strategist. Robin Xing: And I'm Robin Xing, Morgan Stanley's Chief China Economist. Laura Wang: On this special episode of the podcast, we'll discuss our 2024 outlook for China's economy and equity market and what i...
Mike Wilson: Could Bond Market Consolidation Weigh on U.S. Equities?
December 11, 2023 20:58 - 4 minutes - 3.92 MBHere’s how upcoming inflation data and this week’s Federal Open Market Committee meeting could affect the U.S. bond and equity markets. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, December 11th at 11am in New York. So let's get...
David Adams: A Contrarian Call on the U.S. Dollar
December 08, 2023 22:10 - 2 minutes - 2.29 MBWill the U.S. dollar weaken further as the economy slows? What will its value be compared to the Euro by spring 2024? Our analyst tackles those key currency questions and more. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Dave Adams, Head of G10 FX Strategy at Morgan Stanley. And today I'll be talking about our views on the US dollar. It's Friday, December 8th at 3 p.m. in London. The US dollar has fallen about 4% since it peaked in October and has retraced abou...
2024 Asia Equities Outlook: India vs. China
December 07, 2023 22:44 - 4 minutes - 4.01 MBWill India equities continue to outperform China equities in 2024? The two key factors investors should track. ----- Transcript ----- Welcome to Thoughts on the market. I'm Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Market Equity Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'm going to be discussing our continued preference for Indian equities versus China equities. It's Thursday, December 7th at 9 a.m. in Singapore. MSCI In...