New Year, New Investment Themes?

Our Global Head of Fixed Income Research Andrew Sheets and Chief UK Economist Bruna Skarica discuss why they see a more constructive UK outlook than markets do, despite energy, fiscal and political risks.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: ...  Show more

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI’s impact remain stronger than many investors appreciate.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wil ...  Show more

Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.

Also, the world's biggest hedge funds have revea ...

This session has become an annual event for us and, this was a BIG year to review the world of legaltech, AI and innovation. So much has happened since ChatGPT exploded onto the market in November 2022. Its impact has been pervasive, even in an industry like legal which would not ...  Show more

Turbulent. Equilibrating. Those are the words that investors Gabriel Kra and Carly Anderson use to describe the last year for venture capital in climate tech.  We now have a full picture of the year for climate tech venture investing in 2023. Fresh data from Sightline Climate sho ...  Show more

Welcome to the final episode of "Take Charge" for 2023: "Market Updates" with your hosts, Anthony Joseph and Dr. Anand!

In this episode, we delve into the year's biggest market trends, analyze the highs and lows, and offer insights into what 2 ...