

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.
Episodes
Mentioned books

Apr 28, 2021 • 3min
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.

Apr 27, 2021 • 4min
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.

Apr 26, 2021 • 4min
Mike Wilson: Reopening - It’s All About the Execution
Mike Wilson, an expert in market analysis and forecasting, discusses the challenges and uncertainties surrounding reopening and recovery. Topics include supply chain issues, labor shortages, valuation risks, and demand uncertainties in the current recession and recovery phase.

Apr 23, 2021 • 10min
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.

Apr 22, 2021 • 10min
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.

Apr 21, 2021 • 2min
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.

Apr 20, 2021 • 10min
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.

Apr 19, 2021 • 4min
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?

Apr 16, 2021 • 3min
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.

Apr 15, 2021 • 4min
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.


