Three Investment Themes for 2024 and Bey...

<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

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>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

BMO’s industry-leading Materials team explores key takeaways from this year’s record-breaking Chemicals & Packaging Conference, for both corporate and investor attendance. The event, highlighted by fireside chats with 32 of the Chemical and Packaging Industries’ leading executive ... 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

<p class="MsoNormal"><a id="_Hlk128493165" name= "_Hlk128493165"></a><span style= "font-size: 11.0pt; font-family: 'AvenirNext LT Com Regular',sans-serif; mso-bidi-font-family: Calibri; mso-fareast-language: EN-GB;">Capital Group portfolio managers Jody Jonsson and Chris Buchbind ... 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

<p><strong>Le sujet :</strong></p> <p>Et si l’investissement dans la transition énergétique et écologique était le meilleur moyen d’allier performance et développement durable ? Car ce ne sera une surprise pour personne, la transition énergétique est un secteur d’avenir qui prése ... Show More

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ... Show More

<p><span>In this episode, hosts Ian Dunlap and Troy Millings dive into the world of stock investing, sharing valuable insights and tips for beginners. They discuss the impressive growth of Nvidia and emphasize the importance of understanding the companies or sectors in which you ... Show More