Andrew Sheets: Are Bonds Still a Worthwhile I...

As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic disruption happening in March and what the next few weeks could bring.Read more insights from Morgan Stanley.----- Transcript -----And ...  Show more

Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia Aurora Miotto discuss how geopolitics, private credit risk and AI are testing how resilient banks really are.Read more insights f ...  Show more

How convertible bonds work, why they gained 50% in 2020 and outperformed stocks over the past five years. Why Vanguard shut down their convertible bond mutual funds.

Topics discussed include:

A few years back, Cardiff asked for an unusual Christmas present: a junk bond... Parallel to the stock market, the bond market offers different levels of risk and reward. In this class, what is a bond, how do they differ from stocks, and how do they help companies grow? | Watch t ...  Show more

We talk a lot on Odd Lots about the idea of investing. But what's it like to actually have to put money to work in some of the trickiest investing environments in history? David Schawel was an equity analyst who suddenly became the manager of a portfolio of subprime mortgage bond ...  Show more

Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.

The Benefits of Portfolio Diversification  

How Does ...