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The valuations of stocks and corporate bonds, which have been driven largely by macroeconomic factors since 2020, are finally starting to reflect companies’ underlying performance.

As traditional financial institutions tightened their lending standards last year, private credit stepped in to fill some of the gaps.

Central banks in the U.S. and Europe are looking to cut rates this year, but the path to those cuts differs greatly.

Our Head of Thematic Research in Europe previews the possible next phase of the AI revolution, and what investors should be monitoring as the technology gains adoption.

Our Fixed Income Strategist outlines commercial real estate’s post-pandemic challenges, which could make regional bank lenders vulnerable.

Michael Zezas, Global Head of Fixed Income and Thematic Research, gives his take on how the U.S. election may influence European policy on national security, with implications for the defense and cybersecurity sectors.

Key developments in China and the U.S. will impact global trade and the growth outlook for Asia in 2024. Morgan Stanley's Chief Asia Economist, Chetan Ahya, explains.

Our expert panel discusses how the Red Sea situation is affecting the global economy and equity markets, as well as key sectors and the shipping industry.

Despite a likely softening of the labor market, U.S. consumer spending should remain healthy for 2024.

Investors in credit markets pay close attention to the latest economic data. Our head of Corporate Credit Research explains why they should be less focused on the newest numbers and more focused on whether and how those numbers are changing.

Our credit experts from Research and Investment Management give their overview of private and public credit markets, comparing their strengths and weaknesses following two years of rate hikes.

With multiple, ongoing geopolitical conflicts, our analyst says investors should separate signals from noise in how these events can impact markets.