New Year, New Investment Themes?

With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believes his bull case still holds.Read more insights from Morgan Stanley.----- Transcr ...  عرض المزيد

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ...  عرض المزيد

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 ...  عرض المزيد

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 ...  عرض المزيد

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 ...