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Thoughts on the Market: Serena Tang
Morgan Stanley 2026-04-02 に公開
Morgan Stanley’s Serena Tang joins Thoughts on the Market to discuss why rising oil prices can pressure both equities and bonds, complicating portfolio diversification. ...more
How the Oil Shock Is Reshaping Markets
Morgan Stanley 2026-04-02 に公開
Our Chief Cross-Asset Strategist Serena Tang discusses why the closure of the Strait of Hormuz and its impact on oil prices could define the entire market cycle.
Read mo ...more
Oil Markets Ahead: Pricing In More Risk
Morgan Stanley 2026-04-01 に公開
As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discu ...more
A New Test for Private Credit
Morgan Stanley 2026-03-31 に公開
Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller discuss the recent press ...more
European Financials Conference 2026: Scale, Consolidation and Strategic Resilience
Morgan Stanley 2026-03-31 に公開
Pam Kaur, Group CFO of HSBC, and Jonathan Gold, Head of UK and Ireland Financial Institutions Group at Morgan Stanley Investment Banking, share insights from the European ...more
A Bull Market May Be Closer Than It Looks
Morgan Stanley 2026-03-30 に公開
The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors a ...more