The pandemic has underscored existential problems, climate change in particular. This is spurring a wave of awareness, ambitious projects and investments in technology that will be crucial for decades to come. Edward Lees, co-portfolio manager in our environmental strategies investment group, explains.
Jul 1
Talking Heads – Have green bonds emerged from their niche?
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro Aggregate and SRI Fixed Income, tells Chief Market Strategist Daniel Morris that standards and standardisation have improved.For m ... Show More
8m 4s
Jun 25
Talking Heads – What’s new in thematic investing? Check out our Barometer
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Inv ... Show More
8m 13s
Jul 2022
A framework for investing in climate technology
David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate technology companies and solu ... Show More
14m 57s
Nov 2022
Stephan Kessler: What Does the Future Hold for ESG Investing?
Critics of sustainable investing have said that Environmental, Social, and Governance strategies require investors to sacrifice long-term returns, but is this really the case?
----- Transcript -----
Welcome to Thoughts on the Market. I'm Stephan Kessler, Morgan Stanley's Global H ... Show More
3m 29s
Mar 2024
Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest
While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy ... Show More
34m 58s
Feb 2023
Should investors stay invested in 2023?
2022 was a difficult year for investors' portfolios, and while our Investment Strategy Group expects this year to be less turbulent for markets, there is still a fog of uncertainty facing investors. So, should investors stay invested in the markets? In the latest episode of Excha ... Show More
25m 32s