Andrew Sheets: Are Bonds Still a Worthwh...

<p>Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbs ... Show More

<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-1 ... Show More

<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More

<p>How convertible bonds work, why they gained 50% in 2020 and outperformed stocks over the past five years. Why Vanguard shut down their convertible bond mutual funds.</p><p>Topics discussed include:</p><ul><li>How big is the convertible bond market</li><li>Why companies issue c ... Show More

A few years back, Cardiff asked for an unusual Christmas present: a junk bond... Parallel to the stock market, the bond market offers different levels of risk and reward. In this class, what is a bond, how do they differ from stocks, and how do they help companies grow? | Watch t ... Show More

We talk a lot on Odd Lots about the idea of investing. But what's it like to actually have to put money to work in some of the trickiest investing environments in history? David Schawel was an equity analyst who suddenly became the manager of a portfolio of subprime mortgage bond ... Show More

<p>Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.<br /><br />The Benefits of Portfolio Diversification  </p><p>How Does ... Show More

<p>Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ... Show More

Has the stock market hit bottom yet? Or are we seeing another false bottom? In the latest episode of Exchanges at Goldman Sachs, Peter Oppenheimer, Chief Global Equity Strategist and head of Macro Research in Europe, explains why the bear market in stocks isn’t over. Oppenheimer’ ... Show More

<p>The Nasdaq rose more than 2% today with Apple’s post-earnings pop driving the gains. But if the rally is all about this one stock, does it have legs? Plus investors gearing up for Berkshire Hathaway’s annual meeting this weekend. But how should you be trading the stocks that W ... Show More

There are plenty of one-off risks at the moment, but it seems like betting on pretty much nothing happening is more popular than ever. Investors are increasingly reaching for a wide variety of derivatives to bet against volatility. Those derivatives include one- and zero-day opti ... Show More