118 episodios

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

Thoughts on the Market Morgan Stanley

    • Inversiones

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

    Michael Zezas: Coronavirus and “Slowbalization”

    Michael Zezas: Coronavirus and “Slowbalization”

    On today's episode: The impact of the coronavirus underscores the risks of unexpected disruptions of global supply chains. A look at the cost-benefits of globalization.

    • 1m
    Andrew Sheets: Will Returns Be Front-Loaded in 2020?

    Andrew Sheets: Will Returns Be Front-Loaded in 2020?

    On today's episode: Investors are faced with a number of uncertainties from public health concerns to trade to central bank policy. But as the year plays out, those uncertainties could actually grow.

    • 3 min
    Michael Zezas: Notes from New Hampshire

    Michael Zezas: Notes from New Hampshire

    On today's episode: With no shortage of pundits weighing in on the Democratic primaries, it’s easy for investors to lean on assumptions. But Head of Public Policy Research Michael Zezas suggests some caution.

    • 2 min
    Mike Wilson: Knowing Where to Look

    Mike Wilson: Knowing Where to Look

    On today's episode: The recent, relatively small, overall market correction masks more significant shifts between asset classes. Mike Wilson, Chief Investment Officer, on the implications for our understanding of market optimism and future growth. 

    • 4 min
    Andrew Sheets: Supply Also Matters

    Andrew Sheets: Supply Also Matters

    On today's episode, Discussions about financial markets often center on issues of demand. Andrew Sheets takes a look at the supply trends that may impact debt and equity markets globally in 2020.

    • 3 min
    Michael Zezas: The Limited Lives of Multiple Narratives

    Michael Zezas: The Limited Lives of Multiple Narratives

    On today's episode, Recent events have added little clarity to the policy choices U.S. voters will face in the November presidential elections, but that won't last forever.

    • 2 min

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