Thoughts on the Market
Thoughts on the Market
Morgan Stanley
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Decarbonizing Real Estate
Our analysts survey the hurdles, opportunities and investment trends in energy renovation.
Apr 30
9 min
The Curious Connection Between Airlines and Fashion
Our analysts find that despite the obvious differences between retail fashion and airlines, struggling brands in both industries can use a similar playbook for a turnaround.
Apr 29
9 min
Can Technology Help Us Live Longer & Better?
Our Head of Europe Thematic Research discusses revolutionary “Longshot” technologies that can potentially alter the course of human ageing, and which of them look most investible to the market.
Apr 26
5 min
Meeting the Demand for Anti-Obesity Treatment
With interest in anti-obesity medications growing significantly, the head of our European Pharmaceuticals Team examines just how large that market could become.
Apr 25
3 min
European Markets React to Upcoming U.S. Election
As the US presidential election remains closely contested, our experts discuss what a change in administration could mean for European equities in terms of trade, China relations and other key issues.
Apr 24
8 min
US Economy: Bigger, But Not Tighter
New data on both immigration and inflation defied predictions and may have shifted the Fed’s perspective.
Apr 23
12 min
U.S. Equities: No Landing in Sight
Recent data indicates the economy may avoid either a soft or hard landing for now. Our Chief U.S. Equity Strategist explains why investors should seek out quality as the economy stays aloft.
Apr 22
4 min
Mixed Signals for Asia and Emerging Markets
Japan and India are currently set to lead growth in these markets, but a higher-for-longer rate environment in the U.S. could favor China, Hong Kong and others, according to our analyst.
Apr 19
3 min
A Central Piece of the GenAI Puzzle
GenAI will likely drive the exponential growth of data centers. Listen as our Capital Goods Analyst shares key takeaways on the electrical equipment central to the data center market.
Apr 18
4 min
The Repercussions of Rising Global Tensions
As global conflicts escalate, our Global Head of Fixed Income and Thematic Research unpacks the possible market outcomes as companies and governments seek to bolster security.
Apr 17
2 min
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