New Year, New Investment Themes?

Still six months out, the U.S. midterm elections are likely to influence government initiatives to deal with higher energy costs. Our Head of Public Policy Research Ariana Salvatore and Global Chief Economist Seth Carpenter discuss how the Congress and the Fed might react.Read mo ... Show More

Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different from anything we’ve seen so far. Read more insights from Morgan Stanley.----- Transcript ----- Tom Wigg: Welcome to T ... Show More

Major U.S. stock indexes have rebounded sharply in recent weeks. Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the fundamentals that could support the continuation of the bull market.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts ... 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

This session has become an annual event for us and, this was a BIG year to review the world of legaltech, AI and innovation. So much has happened since ChatGPT exploded onto the market in November 2022. Its impact has been pervasive, even in an industry like legal which would not ... 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

<p>Welcome to the final episode of &quot;Take Charge&quot; for 2023: &quot;Market Updates&quot; with your hosts, Anthony Joseph and Dr. Anand!<br/><br/>In this episode, we delve into the year&apos;s biggest market trends, analyze the highs and lows, and offer insights into what 2 ... Show More

Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks ... Show More

What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfo ... Show More

<p>Stephen Barnett, our Director of Corporate Finance recaps the pivotal trends that have reshaped the banking landscape this year.</p><br><p>In the second episode of this two-part podcast series, we dive into a countdown of the most defining moments of the year, from 5 to number ... Show More

New York and California order nearly all residents to stay home. The government pushes back the tax filing deadline. And the stock market  has another rough week. How should investors navigate the coronavirus crisis? Is it time to buy? Which industries should investors avoid? And ... Show More