1,133 episodes
Thoughts on the Market Morgan Stanley Podcasts
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- Business
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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Why an ‘Everything Rally’ Is Still Possible
Our Chief Cross-Asset Strategist explains why the high correlation between stocks and bonds could work in investors’ favor throughout the second half of this year.
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Why TMT Bonds Are Underperforming
In a generally positive environment for corporate credit, the recent performance of high-yield bonds in the telecom, media and technology (TMT) sector offers a market contrast. Our Lead Analyst for High-Yield TMT joins our Head of Corporate Credit Research to explain the divergence.
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European Economic Outlook: Decidedly More Optimistic
Our Chief Europe Economist explains why the region’s outlook over the next year is trending upward, including how higher growth will lead to lower interest rates this cycle.
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Global Questions About the US Elections
Our Global Head of Fixed Income and Thematic Research reflects on Japanese investors’ interest in the outcome of the upcoming presidential vote in the US.
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Midyear European Equities Outlook: In the Sweet Spot
Our Chief Europe Equity Strategist explains why she is forecasting a 23 percent total return for European equities over the next year.
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Midyear Credit Outlook Favors Moderation
Our Head of Corporate Credit Research explains why moderate economic growth offers opportunities in credit markets – if investors choose carefully.