undefined

Serena Tang

Morgan Stanley's Chief Cross-Asset Strategist.

Top 3 podcasts with Serena Tang

Ranked by the Snipd community
undefined
45 snips
May 22, 2025 • 9min

Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets

Serena Tang, Chief Global Cross-Asset Strategist at Morgan Stanley, shares her insights on U.S. market superiority during uncertain times. She discusses the advantages of overweighting U.S. equities and core fixed income like treasuries, emphasizing quality investments. With global growth slowing, she reassures investors that risky assets can still thrive. The conversation also dives into asset pricing strategies, the implications of a potential dollar weakening, and the bullish outlook for U.S. treasuries, all while highlighting the unique strength of U.S. assets.
undefined
May 21, 2024 • 9min

Midyear Cross-Asset Outlook: Bullish Possibilities

Serena Tang, Morgan Stanley's Chief Global Cross Asset Strategist, discusses the positive macro backdrop for asset markets, recommending focusing on cheap optionality, convexity, and carry. The podcast explores the impact of upcoming events like the US elections on economic forecasts, bullish prospects for European and Japanese equities, and caution on emerging markets. Additionally, the discussion includes a detailed analysis of fixed income, commodities outlook, and global market analysis with suggested investment strategies.
undefined
Aug 2, 2024 • 5min

Following the Flows

In this episode, Serena Tang, Morgan Stanley’s Chief Global Cross-Asset Strategist, reveals crucial insights on fund flows and their significant influence on global markets. She discusses current movements of cash into bonds versus stocks, noting the persistent dominance of bonds despite a rally in equities. Serena also highlights how understanding these flows can empower both retail and institutional investors to gauge market sentiment and adjust their strategies accordingly. Tune in for valuable perspectives on demand trends and investor psychology!

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app