Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why there may be an opportunity to invest in those securities.Read more insights from Morgan Stanley.----- Transcript -----Andrew She ...Show more
All Episodes
Finding Value in Commercial Real Estate Credit
Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why there may be an opportunity to invest in those securities.Read more insights from Morgan Stanley.----- Transcript -----Andrew She ...Show more
What Changed After the U.S.-China Summit?
Our Deputy Global Head of Research Michael Zezas explains why the recent U.S.-China summit may have eased near-term risks, without changing the bigger picture for investors.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Mark ...Show more
The Battle for the Future of Gaming
As AI changes the video game industry, Matt Cost, from Morgan Stanley’s U.S. Internet team, takes us through the game play and what could drive the next level of engagement.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Matt Co ...Show more
Asia’s Capex Boom Goes Beyond AI
Our Chief Asia Economist Chetan Ahya looks at why spending not only on AI, but also on energy and defense, could drive Asia's strongest industrial cycle in decades.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Chetan Ahya, Mor ...Show more
The New Japan Trade
The conclusion of our two-part episode from Morgan Stanley and MUFG’s Japan Summit looks at structural shifts in Japan’s economy and Prime Minister Sanae Takaichi’s strategic growth agenda.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Tho ...Show more