The Early Stages of a Constructive Energy Cyc...

The Bank of Canada’s monetary policy supporting decades of low interest rates has been a strong tailwind for the Canadian housing market. Coupled with robust demand for all types of housing - driven by demographic trends and ambitious immigration policies, Canadian house prices r ...  Show more

Family offices saw their wealth grow during the pandemic, and with more capital to deploy, they, alongside private investors, play an increasingly important role in the real estate market in Canada and abroad. Every family office has a unique strategy and with that a unique appro ...  Show more

The big things you need to know: • First, weakness in Homebuilders doesn’t bode well for the recent outperformance of Small Caps. • Second, we’ve continued to see some slippage in earnings sentiment (the rate of upward EPS estimate revisions) for the S&P 500, which has been drive ...  Show more

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the stock market tumble and whether investors can hope for a rally.

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Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Eq ...

A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.

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Welcome to Thoughts on the Market. I'm Mike Wilson, ...

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.