Michael Zezas: A False Choice for Energy...

Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of portfolio diversification.Read more insights from Morgan Stanley.----- Transcrip ... Show More

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite geopolitical concerns.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Ma ... Show More

In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----M ... Show More

<p>The year is quickly coming to a close and there’s a lot going on in the world of energy.&nbsp;</p><p>On this episode of the Energy Gang, host Ed Crooks is joined for the first time by Jackie Forrest of the ARC Energy Research Institute and returning guest Robbie Orvis of Energ ... Show More

<p><strong>The US Clean Energy Boom: What Might Stop It?</strong></p><p><br></p><p>The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy ... Show More

Energy prices have hit new heights. Gas and electricity bills will rocket for most people at the end of this month as the price cap is lifted and nobody filling their car could fail to notice record prices at the pumps. Energy too is at the heart of the biggest conflict in Europe ... Show More

David and Helen talk to Jason Bordoff, Dean of the Columbia Climate School and former Special Assistant to Barack Obama, about climate, COP26 and the enormous challenges of the energy transition. How can we balance the need for energy security with the need to wean the world off ... Show More

<p>More money will be invested this year in the solar industry than in oil production.&nbsp;</p><p><br></p><p>So said Faith Birol, executive director of the International Energy Agency, last week. Amy Harder, executive editor of Cipher, attended the Cleanpower 2023 event in New O ... Show More

<p>The energy crisis is showing no signs of abating. There’s a shortage of energy, and the world’s efforts to transition to low-carbon energy are met with countless hurdles. </p><p>Countries around the world are taking steps to mitigate the crisis caused by Russia’s invasion of U ... Show More

<p>On today’s show we are taking another look at energy markets.</p> <p>Many of you might know that my professional training is an electrical engineer. I understand physics, and energy in particular at a deep level. This is an area of such importance that I continue to study it d ... Show More

<p>The US is the world’s largest exporter of liquefied natural gas (LNG), super-cooled to about -160 °C (or -260 °F) so it can be shipped in tankers. An investment boom means export capacity will soar over the next few years. But last month the Biden administration signaled it wa ... Show More

<p>Solar, wind, hydrogen and nuclear – we need more investment in these renewables, but where can the money come from?&nbsp;</p><p>In 2022, worldwide investment in renewables hit almost half a <em>trillion </em>dollars. Investment in solar – the largest sector - jumped 36% to 308 ... Show More

<p>At a time when much of Europe has been sweltering in record temperatures, it feels like a&nbsp;stark contrast&nbsp;to be worrying about winter.</p><p>These are very worrying times for Europeans, because of deep uncertainty over what will happen to&nbsp;the import&nbsp;of Russi ... Show More