Vishy Tirupattur: Corporate Credit Faces...

AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer’s key financing developments. Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcom ... Show More

AI is becoming a matter of national strategy, as countries seek more control over their own technology. Our Heads of U.S. Public Policy Ariana Salvatore and Global Thematic Research Stephen Byrd look at the race for AI sovereignty and its implications for investors.Read more insi ... Show More

From chocolate and sugar prices to energy markets and inflation, El Niño’s impacts may soon reach far beyond the weather forecast. Our Latin America Agribusiness Analyst Julia Rizzo maps out where the pressure could emerge first.Read more insights from Morgan Stanley.----- Transc ... Show More

Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO, and Goldman Sachs’ Lotfi Karoui, chief credit strategist, discuss the outlook ... Show More

<p>A string of hawkish comments, a rise in inflation rates in Europe and a strong US employment report last week had market participants worried that interest rates were set to stay higher for longer than they had hoped, putting stocks and bonds on course for one of the worst sta ... Show More

<p>Private debt as an asset class has seen unprecedented growth over the past decade, but macro headwinds are creating challenges for direct lenders, and rising interest rates – while potentially beneficial to returns – are likely to further increase financial pressure on borrowe ... Show More

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More

In the last month or so, two macro risks have become top of mind for investors. One is the stability of regional banks. The other is the weakness in the commercial real estate market. On some level, they're separate stories, but they're also linked, since regional banks tend to d ... Show More

Expanding into a high-growth region like Brazil or India is full of potential, but from a finance perspective, it's a unique mix of intense risks and substantial rewards. In this episode, we go beyond the surface to explore the core challenges and opportunities of navigating corp ... Show More

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ... Show More

Fundamental and technical pressures on credit markets are growing as trade wars escalate, according to JPMorgan Asset Management. “We just need to be paid a little bit more for the uncertainty risk now in the market,” says Lisa Coleman, the firm’s head of global investment-grade ... Show More

<p>The Wall Street Journal finally reported on something that investors and lenders have known for more than nine months. </p> <p>The rapid rise in interest rates has created a structural problem for commercial real estate. </p> <p>The issue goes far beyond the headline that near ... Show More