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Special Encore: The Curious Connection Between Airlines and Fashion
Episode 1138
Original Release on April 29, 2024: Our analysts find that despite the obvious differences between retail fashion and airlines, struggling brands in …
2 years ago
Spirited Debates Around Our Midyear Outlooks
Episode 1137
Our Chief Fixed Income Strategist takes listeners behind the curtain on Morgan Stanley’s expectations for markets over the next 12 months.
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2 years ago
Why an ‘Everything Rally’ Is Still Possible
Episode 1136
Our Chief Cross-Asset Strategist explains why the high correlation between stocks and bonds could work in investors’ favor throughout the second half…
2 years ago
Why TMT Bonds Are Underperforming
Episode 1135
In a generally positive environment for corporate credit, the recent performance of high-yield bonds in the telecom, media and technology (TMT) secto…
2 years ago
European Economic Outlook: Decidedly More Optimistic
Episode 1134
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 in…
2 years ago
Global Questions About the US Elections
Episode 1133
Our Global Head of Fixed Income and Thematic Research reflects on Japanese investors’ interest in the outcome of the upcoming presidential vote in th…
2 years ago
Midyear European Equities Outlook: In the Sweet Spot
Episode 1132
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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2 years ago
Midyear Credit Outlook Favors Moderation
Episode 1131
Our Head of Corporate Credit Research explains why moderate economic growth offers opportunities in credit markets – if investors choose carefully.
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2 years ago
Midyear Housing Outlook: Is Home Sale Activity Picking Up?
Episode 1130
With cooling inflation and an expected drop for mortgage rates, will more affordable housing lead to a big spike in sales? Our Co-Heads of Securitize…
2 years ago
Midyear US Economic Outlook: Continued Resilience
Episode 1129
Why is the US economy poised for a strong second half of the year, despite slowing GDP growth? Our Chief US Economist points to population growth, ho…
2 years ago