Thoughts on the Market Morgan Stanley Podcasts
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- 商業
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Can Technology Help Us Live Longer & Better?
Our Head of Europe Thematic Research discusses revolutionary “Longshot” technologies that can potentially alter the course of human ageing, and which of them look most investible to the market.
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Meeting the Demand for Anti-Obesity Treatment
With interest in anti-obesity medications growing significantly, the head of our European Pharmaceuticals Team examines just how large that market could become.
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European Markets React to Upcoming U.S. Election
As the US presidential election remains closely contested, our experts discuss what a change in administration could mean for European equities in terms of trade, China relations and other key issues.
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US Economy: Bigger, But Not Tighter
New data on both immigration and inflation defied predictions and may have shifted the Fed’s perspective.
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U.S. Equities: No Landing in Sight
Recent data indicates the economy may avoid either a soft or hard landing for now. Our Chief U.S. Equity Strategist explains why investors should seek out quality as the economy stays aloft.
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Mixed Signals for Asia and Emerging Markets
Japan and India are currently set to lead growth in these markets, but a higher-for-longer rate environment in the U.S. could favor China, Hong Kong and others, according to our analyst.
用户評論
Balanced, Clear and Concise
Excellent podcast from some really senior markets executives and professionals from Morgan Stanley, keep up the great work.
Fiona
Excellent podcast, I especially like the one of rising risks for new stimulus. The link between policies and pull back of risk assets is well explained. It could be better to add short glossary for terms like FEMA money for people out of the states.