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Morgan Stanley
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Total 1254 episodes
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Michael Zezas: On Infrastructure, Follow the Money
Last night, President Biden laid out his vision to rebuild the existing U.S. infrastructure. Here are three takeaways and sectors to watch as negotiations unfold.
02:42
29/04/2021
Andrew Sheets: A Choppier, More Range-bound Summer?
Summer months have historically seen lower, more volatile returns, but strong year-to-date gains and potentially higher inflation could intensify that trend.
03:19
28/04/2021
Graham Secker: 4 Reasons to Consider European Equities
Europe's 'unloved' quality among global investors is not the only reason to feel optimistic about the potential for outperformance among European equities. Chief European Equity Analyst Graham Secker explains.
03:43
27/04/2021
Mike Wilson: Reopening - It’s All About the Execution
High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out.
04:25
26/04/2021
Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker
Stresses on the electrical grid, climate policy, and national security are only a few of the issues we will confront as we transition to EVs.
09:42
23/04/2021
Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet
Price, charging infrastructure and dirty battery production are limiting the impact of EVs, but look to fleet operations to lead the way to broader adoption.
09:37
22/04/2021
Michael Zezas: Coal Country Support for Green Energy?
With a sizable infrastructure bill moving through the U.S. Congress, support from coal producing states, often considered unlikely, may be a factor that ultimately ensures its passage.
02:24
21/04/2021
Special Episode: Earth Week Investing Themes
Green investment is on investors' minds this Earth Week: Today, a look at key investment themes across carbon capture, plastics and agri-food developments.
10:05
20/04/2021
Mike Wilson: Q1 Earnings - Impressive But Not Surprising?
Earnings season is well underway and some stocks are selling-off despite strong economic data. Is the recovery now completely discounted?
03:51
19/04/2021
Andrew Sheets: What Are Other Investors Thinking?
Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.
02:52
16/04/2021
Simeon Gutman: Welcome to the Petriarchy
Why the pet care industry—which was already growing pre-pandemic—may emerge as one of the fastest growing sectors over the next decade.
04:27
15/04/2021
Michael Zezas: U.S. Infrastructure - Sectors to Watch
What stock sectors could fundamentally benefit from infrastructure spending? To answer this question, it’s important to follow the money.
02:37
14/04/2021
Special Encore: Diverging Emerging Markets
Original release on March 25th, 2021: Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.
09:55
13/04/2021
Special Episode: Innovating toward Decarbonization
How are oil & gas companies and U.S. utilities tackling the complex transition to a lower carbon future? Expect a lot of divergence in approach.
10:42
12/04/2021
Andrew Sheets: Are Bonds Still a Worthwhile Investment?
Since last year, bonds of all stripes have seen so-so returns and high stock market correlation. Is it time to question their value as a portfolio diversifier?
03:07
09/04/2021
Vishy Tirupattur: The Policy Debate Takes Center Stage
In a time of extraordinary policy response to the pandemic, will bond markets move towards the Fed or will the Fed shift its reaction function towards markets?
04:25
08/04/2021
Special Episode: Rising Home Prices, Rising Rates
U.S. home buyers are now facing both higher mortgage rates and steadily climbing home prices. What does this mean for housing and mortgage markets?
07:50
08/04/2021
Special Episode: The Return of the Services Sector?
Consumer spending trends are finally accelerating in service sectors such as dining and travel. A look at what this means for GDP, the jobs market and inflation.
10:03
06/04/2021
Mike Wilson: Equities Eye the Reality of Reopening
Although the S&P 500 has continued to make new highs, underneath the surface, a shift in market leadership may be sending a signal about the hard work of reopening.
03:24
05/04/2021
Andrew Sheets: Why April Could Be Strong for Markets
Over the last 30 years, April has been one of the best months of the entire year—and this year, the rainy month could have some extra advantages.
03:12
01/04/2021
Michael Zezas: How Taxing Can Infrastructure Be?
As the Biden administration unveils the Build Back Better plan, investors are asking: how will it be paid for? The answer is likely important for the economy and markets.
03:00
31/03/2021
Robin Xing: China’s Green (Investment) Revolution
As China moves to make good on carbon targets, it will turn increasingly toward a large scale green investment strategy across its economy.
04:11
30/03/2021
Mike Wilson: Rotating Through the Recovery
A look at why investors may want to position for a shift from early cycle conditions to more mid-cycle characteristics as the economy heads toward re-opening.
03:52
29/03/2021
Andrew Sheets: Inflation - When to Turn Down the Music?
The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.
03:08
26/03/2021
Special Episode: Diverging Emerging Markets
Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.
09:55
25/03/2021
Michael Zezas: U.S./China Trade - No Quick Path to Lower Barriers
Most Trump era barriers remain in place and new ones may even be implemented by the current administration. Markets should pay attention.
02:33
24/03/2021
Brian Nowak: New Online Habits vs. A Return to ‘Normal’
The Internet sector is more essential than ever. Our analyst looks at where pandemic habits will be stickiest and where the return to ‘normal’ may limit it.
04:03
23/03/2021
Mike Wilson: Outside the Consensus
We forecast a shorter and hotter business cycle than the consensus estimates, suggesting a move to mid-cycle portfolio positions earlier than expected.
03:39
22/03/2021
Special Episode: The Winding Road to Herd Immunity, Pt. 2
Chief Cross-Asset Strategist Andrew Sheets and Biotech equity analyst Matthew Harrison continue their conversation, with a focus on international progress for COVID-19 vaccinations.
08:15
19/03/2021
Special Episode: The Winding Road to Herd Immunity
Chief Cross-Asset Strategist Andrew Sheets talks with Biotech equity analyst Matthew Harrison on dose availability, vaccine hesitancy and the timeline for herd immunity.
09:06
18/03/2021
Michael Zezas: Three Revealing Numbers from the Stimulus Package
It may be hard for investors to conceptualize how substantial the impact of the American Rescue Plan Act may be, but three numbers provide perspective.
02:19
17/03/2021
Chetan Ahya: Fed Tightening Could Come Sooner than Expected
With the rapid recovery of the U.S. economy, it is possible that inflation will overshoot the Fed’s tolerances by as early as mid-2022.
04:23
16/03/2021
Mike Wilson: A Tougher Road Ahead for Small Caps?
After almost a year of extraordinary outperformance, could small caps could see more difficulties ahead as re-opening dynamics up the risk of cost pressures?
03:45
15/03/2021
Andrew Sheets: A Complicated 2021 for Emerging Markets?
With global growth set to exceed expectations in 2021, emerging markets assets would appear set for outperformance. But this year, three factors cloud that narrative.
02:56
12/03/2021
Special Episode: Markets and the Next Big Debate - Infrastructure
Conversations around the “Build Back Better” U.S. infrastructure plan are ramping up. What do investors need to know about its potential impact on markets?
08:16
11/03/2021
Michael Zezas: Policy Trends Are Now Portfolio Trends
Why the ongoing dynamics of trade, fiscal policy, taxation and geopolitical tensions mean investors need to focus on more than just the Fed and the business cycle.
02:26
10/03/2021
Special Episode: Markets Ahead of Reopening - What’s Mispriced?
Ahead of a possible re-opening, which companies might retain gains seen in the pandemic, which will revert to pre-COVID norms and which are mispriced?
10:12
09/03/2021
Mike Wilson: Still a Bull Under the Hood
The current correction may be driven in part by the rise in U.S. Treasuries yields, but Chief Investment Officer Mike Wilson still sees a bull market in the value and more cyclically exposed equity categories.
04:06
08/03/2021
Andrew Sheets: The Great Debate on Rates
Do higher interest rates invariably lead to weaker equities and credit markets? The answer is a bit more complicated after factoring in economic optimism.
02:59
05/03/2021
Special Episode: U.S. Home Prices - Is This Time Different?
Home prices have been steadily climbing all across the U.S. How should Americans think about home prices, rising interest rates and affordability?
09:18
04/03/2021
Michael Zezas: 3 Potential Impacts of “Build Back Better”
The stage is set for the Biden administration’s major infrastructure and environment initiative. Here's what investors need to know about the road ahead.
03:21
03/03/2021
Vishy Tirupattur: Can We Get Real on Rates?
Although a shift to higher interest rates is noteworthy, historically, rising rates coupled with rising inflation may actually suggest better performance for some risk assets.
04:02
02/03/2021
Mike Wilson: Positioning for Higher Interest Rates
Which sectors could benefit from an era of rising inflation and higher interest rates? Chief Investment Officer Mike Wilson shares the outlook for investors.
02:48
01/03/2021
Andrew Sheets: ‘Buy Low, Sell High’ May (Finally) Apply Again
Some traditional market aphorisms seem to have been in abeyance, but with bond yields rising, the old rules are starting to apply again.
02:39
26/02/2021
Special Episode: The Texas Grid and the Future of Energy
What really happened during the Texas grid crisis and what does it say about the transition to clean energy and the future of utilities in America?
10:27
25/02/2021
Michael Zezas: A Reset for U.S.-Mexico Trade?
Although markets appear more confident that U.S-Mexico trade tensions are largely in the past, investors shouldn't discount potential risks.
02:29
24/02/2021
Ben Swinburne: Media Eyes the Great Reopening
Media and entertainment had a tricky 2020 with lockdowns pulling forward years of growth for some companies—and challenges to others. So, what happens now?
03:52
23/02/2021
Mike Wilson: An Eye on Bull Market Surprises
U.S. equities markets have continued to perform well, fueled by upbeat earnings and vaccination news. However, that’s often when surprises arise.
03:15
22/02/2021
Andrew Sheets: The Risk of Rising Rates
Whether the anticipated fiscal stimulus in the U.S. will be enough to push the economy into inflationary territory, and if we should be concerned about it, is a matter of much debate. Chief Cross-Asset Strategist Andrew Sheets discusses.
02:41
19/02/2021
Special Episode: Europe’s Economic Scarring Post-Pandemic
Recessions can create long-term scars on labor, investment and the pace of innovation. Is Europe more prepared to lessen COVID-related economic scarring than in past crises?
10:51
18/02/2021
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