

Serena Tang
Morgan Stanley's Chief Cross-Asset Strategist.
Top 3 podcasts with Serena Tang
Ranked by the Snipd community

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.

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.

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!