Transportation: Untangling the Supply Ch...

Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets’ optimism this summer.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income ... Show More

The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global Head of Thematic and Sustainability Research Stephen Byrd and Global Head of Public Policy Research Ariana Salvatore about the compe ... Show More

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on ... Show More

How disruption in a single port, factory or freight centre can cause global chaos. Ed Butler speaks with Stavros Karamperidis, an expert in maritime economics at the University of Plymouth, and Kent Jones, professor of economics at Babson College in the US. Meanwhile, chief econo ... Show More

<p>It’s 2023 and we’re in a very different place compared to last year. This time last year, shippers were getting inventory in as quickly as possible and the supply chain was faced with tight capacity and blockages. </p><p>Today, we are now facing a potential recession. After tw ... Show More

We explore the twin crises affecting the shipping industry. First, thousands of seafarers are stranded far from home, unable to travel because of the coronavirus. Add to that congestion at ports across the globe and sky-high freight rates. The result? Unprecedented pressures on a ... Show More

The current market volatility is making disruptions commonplace, so how can you anticipate and navigate an ever-changing landscape?In this episode of Supply Chain Now, hosts Scott W. Luton and Allison Giddens delve deep into the turbulent waters of supply chain management with in ... Show More

<p>Throughout the pandemic, businesses of all sizes have faced delays, product shortages and rising costs linked to disruptions in the global supply chain. Consumers have been confronted with an experience rare in modern times: no stock available, and no idea when it will come in ... Show More

The intricate web of global supply chain management is the lifeline of today’s economy, seamlessly bridging the gap between production and consumption across international borders. With an ever-evolving landscape, businesses face many challenges—from unpredictable disruptions to ... Show More