Ed Stanley: Key Themes for 2023

<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>Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.</p><br><p>Also, the world's biggest hedge funds have revea ... Show More

Turbulent. Equilibrating. Those are the words that investors Gabriel Kra and Carly Anderson use to describe the last year for venture capital in climate tech.  We now have a full picture of the year for climate tech venture investing in 2023. Fresh data from Sightline Climate sho ... Show More

I chat with Philip Bahoshy, the CEO of Magnitt, about the dynamic tech startup scene in the MENA region after a turbulent 2023. We delve into how recent economic shifts affect venture capital and discuss the current trends and 2024 predictions for venture capital in MENA, includi ... Show More

In this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue a ... Show More

<p>An undergrad econ major, Cameron Dawson got hooked on markets early, taking a class on securities and portfolio analysis in Business School which set her down the path of market study. She broke into the business as an industrials analyst on the buy-side, time that gave her an ... Show More

<p>There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein.</p><p>Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to s ... Show More

We’re looking back at 2023’s biggest AHA moments and what a tough year it has been. The common theme across the 19 episodes recorded in 2023 was ‘resilience’ and that is representative of the mood for the year. We saw soaring inflation, increased interest rates which led to a ven ... Show More

<p>Turbulent. Chaotic. Disruptive. There are many ways that we’ll remember 2020, but according to Bill Winters, Group Chief Executive of Standard Chartered, one word captures it best: resilient. Few escaped the socioeconomic turmoil of Covid-19. While some were harder hit, most h ... Show More

<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/djparekh">Deven Parekh</a> is a Managing Director at <a href= "https://www.insightpartners.com/">Insight Partners</a>, one of the leading investing franchises of the last 25 years. Deven has made more than 90 investment ... Show More

What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a higher rate environment might benefit their portfolios in 2024. Learn more about yo ... Show More