Serena Tang: Global Cross-Asset Risk Premiums

Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership shifting toward higher-quality, asset-light companies with durable earnings.Read more insights from Morgan Stanley.----- Transcript -----Mi ...  Afficher plus

Healthcare companies are rethinking their business models as patients gain more control over how they access care and purchase medicine. Our analysts Erin Wright and Terence Flynn unpack this shift and the emerging opportunities.Read more insights from Morgan Stanley.----- Transc ...  Afficher plus

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023? 

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ...  Afficher plus

While the real estate market has been a near sure-fire investment in recent years, rising rates, inflation and recession risks are reshaping the investment landscape. In the latest episode of Exchanges at Goldman Sachs, Jeff Fine, global head of Real Estate Client Solutions and P ...  Afficher plus

Volatile markets and inflation are top of mind for investors. We kick off season 4 by exploring the current economic and financial landscape and the tools investors can use to navigate it.