Special Episode: Changing Tides - Water Scarc...

Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley’s Chief Fixed In ...  Show more

Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronized around a few macro themes.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm And ...  Show more

"If something is profitable, it will be done," says Martin Wolf of the Financial Times. We explore how profits will drive the energy transition and how and where water from the Colorado River is used.

Topics covered include:

What’s the outlook for low-carbon hydrogen in 2024?

Green hydrogen energy, by now well-regarded as a critical component in the energy transition, is still faced with significant challenges. It’s anticipated to significantly contribute to energy needs, wi ...

Meet Divya Yachamaneni, CEO of Naandi Community Water Services, a for-profit social enterprise bringing safe drinking water to rural communities across India. Hear how this mission-led company made a strategic pivot to get the “urban rich” to help subsidize and ultimately scale i ...  Show more

Arizona recently announced new constraints on housing development in the areas around Phoenix. At issue is water rights and scarcity, which have been a challenge for the US Southwest for as long as people have been living there. That being said, the region is currently in the mid ...  Show more