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Managing for Economic Uncertainty
Episode 1118
As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “sof…
2 years, 1 month ago
What If Rates Are Higher for Longer?
Episode 1117
Lisa Shalett is a member of Morgan Stanley’s Wealth Management Division and is not a member of Morgan Stanley’s Research Department. Unless otherwise…
2 years, 1 month ago
Separating the Cyclical from the Systemic
Episode 1116
Lisa Shalett, our CIO for Wealth Management, and our Head of Corporate Credit Research discuss how to forecast expected returns over the long term, a…
2 years, 1 month ago
Special Encore: Seth Carpenter: Looking Back for the Future
Episode 1115
Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest rate cycle are reminiscent of the 1990s.
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2 years, 1 month ago
Where Is the US Dollar Headed?
Episode 1114
Our experts discuss U.S. dollar strength and its far-reaching impact on the global economy and the world’s stock markets.
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Michae…
2 years, 1 month ago
Decarbonizing Real Estate
Episode 1113
Our analysts survey the hurdles, opportunities and investment trends in energy renovation.
Please note that Laurel Durkay is not a member of Morgan St…
2 years, 1 month ago
The Curious Connection Between Airlines and Fashion
Episode 1112
Our analysts find that despite the obvious differences between retail fashion and airlines, struggling brands in both industries can use a similar pl…
2 years, 1 month ago
Can Technology Help Us Live Longer & Better?
Episode 1111
Our Head of Europe Thematic Research discusses revolutionary “Longshot” technologies that can potentially alter the course of human ageing, and which…
2 years, 1 month ago
Meeting the Demand for Anti-Obesity Treatment
Episode 1110
With interest in anti-obesity medications growing significantly, the head of our European Pharmaceuticals Team examines just how large that market co…
2 years, 1 month ago
European Markets React to Upcoming U.S. Election
Episode 1109
As the U.S. presidential election remains closely contested, our experts discuss what a change in administration could mean for European equities in …
2 years, 1 month ago