Europe’s Demographic Dilemma

U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market.Read more insights from Morga ... Show More

The AI investment boom has been a defining force in markets. Our Head of Public Policy Research Ariana Salvatore looks at whether the U.S. midterm elections could change the spending and policies behind it.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvat ... Show More

Our Japan Financials Analyst Mia Nagasaka explains why a once-in-30-year investment cycle could transform corporate financing and open a new chapter for Japanese banks.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Mia Nagasaka ... Show More

Most advanced economies are witnessing their populations age and labor forces shrink, and the same trend is expected to hold for the largest emerging economies within the decade. So the largely touted demographic dividend of previous decades is making way for a demographic drag. ... Show More

An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2 ... Show More

<p>On today’s show we are talking about demographics and migration. This is a topic you’re going to hear a lot more about in the coming weeks and months. Demographics is like a law of physics when it comes to real estate investing. It’s like gravity.  It’s no surprise that fertil ... Show More

We look at the issues facing two of Europe’s major economies. Germany’s downturn has deepened with existential fears about its major export industries. And now, political turmoil means industry leaders are calling for a snap election as soon as possible. Meanwhile in France, ther ... Show More

Europe, home to some of the world's largest and most advanced economies, has been experiencing nearly two decades of economic stagnation, falling behind the USA in raw output. Despite high living standards, competitive salaries, and excellent education, the continent faces self-i ... Show More

Europe faces substantial challenges in continuing to deliver high-quality healthcare services to its citizens. With growing populations, rigid financing models and rising health inequalities, the conventional, reactive 'sick care' model needs to move to a more proactive, preventa ... Show More

There's a pretty widespread recognition that the EU is facing a bunch of economic challenges right now. Growth has been slowing and, as in many places, there's been post-pandemic inflation. But there are other issues too, including a sense that Europe is falling behind when it co ... Show More