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May 2024
3m 51s

Seeking Better Value in Emerging Market ...

MORGAN STANLEY
About this episode
Our Head of Corporate Credit Research explains why the debt of high-rated EM countries is a viable alternative for investors looking for high yields with longer duration. 
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Today
U.S. Midterms: What Investors Should Watch
Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore consider policy implications – from healthcare and con ... Show More
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Yesterday
Warnings and Winners From the IMF Meetings
Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too much tightening by central banks and why emerging markets still look resilient. ... Show More
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