Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Special Episode: Earth Week Investing Themes
Green investment is on investors' minds this Earth Week: Today, a look at key investment themes across carbon capture, plastics and agri-food developments.
Mike Wilson: Q1 Earnings - Impressive But Not Surprising?
Earnings season is well underway and some stocks are selling-off despite strong economic data. Is the recovery now completely discounted?
Andrew Sheets: What Are Other Investors Thinking?
Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.
Simeon Gutman: Welcome to the Petriarchy
Why the pet care industry—which was already growing pre-pandemic—may emerge as one of the fastest growing sectors over the next decade.
Michael Zezas: U.S. Infrastructure - Sectors to Watch
What stock sectors could fundamentally benefit from infrastructure spending? To answer this question, it’s important to follow the money.
Special Encore: Diverging Emerging Markets
Original release on March 25th, 2021: Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.