Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Andrew Sheets: The Great Debate on Rates
Do higher interest rates invariably lead to weaker equities and credit markets? The answer is a bit more complicated after factoring in economic optimism.
Special Episode: U.S. Home Prices - Is This Time Different?
Home prices have been steadily climbing all across the U.S. How should Americans think about home prices, rising interest rates and affordability?
Michael Zezas: 3 Potential Impacts of “Build Back Better”
The stage is set for the Biden administration’s major infrastructure and environment initiative. Here's what investors need to know about the road ahead.
Vishy Tirupattur: Can We Get Real on Rates?
Although a shift to higher interest rates is noteworthy, historically, rising rates coupled with rising inflation may actually suggest better performance for some risk assets.
Mike Wilson: Positioning for Higher Interest Rates
Which sectors could benefit from an era of rising inflation and higher interest rates? Chief Investment Officer Mike Wilson shares the outlook for investors.
Andrew Sheets: ‘Buy Low, Sell High’ May (Finally) Apply Again
Some traditional market aphorisms seem to have been in abeyance, but with bond yields rising, the old rules are starting to apply again.