U.S. Equities: Valuations Still Matter

Our Head of Asian Gaming & Lodging and Hong Kong/India Real Estate Research Praveen Choudhary discusses the first synchronized growth cycle for Hong Kong’s major real estate segments in almost a decade.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Though ...  عرض المزيد

Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley’s key investment themes for this year and how they’re influencing markets and economies.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’ ...  عرض المزيد

In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the ...

Deven Parekh is a Managing Director at Insight Partners, one of the leading investing franchises of the last 25 years. Deven has made more than 90 investment ...

Discover the opportunities and risks in our global economy. Richard Duncan joins Andy to discuss how the U.S. has avoided a recession, and why liquidity is your best indicator for stock risks. SHOW NOTES: 8:53: How Did COVID Change Economic Fundamentals? 26:21: What Is The Lesson ...  عرض المزيد

Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ...