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European Financials Conference 2026: Insurance Sector Shows Resilience
Morgan Stanley 2026-03-20 に公開
Hadley Cohen, Head of European Insurance Research, shares highlights from Morgan Stanley’s European Financials Conference in London.
Hear how insurers are maintaining r ...more
市場にも「マーチ・マッドネス」
Morgan Stanley 2026-03-20 に公開
イランをめぐる紛争が市場の筋書きを大きく揺さぶる中で、弊社の債券リサーチ・グローバル責任者であるアンドリュー・シーツが、3月に起きている歴史的な混乱をどう捉えるべきか、そして今後数週間に何が起こり得るのかについてお伝えします。
このエピソードを英語で聴く。 (https://mgstnly.lnk.to/LudUvTRS)
...more
Europe’s Banks Navigate Uncertainty
Morgan Stanley 2026-03-19 に公開
Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia Aurora Miotto discu ...more
Oil Shock Hits the U.S. Consumer
Morgan Stanley 2026-03-18 に公開
A prolonged oil disruption is pushing gas prices higher. Arunima Sinha from our U.S. and Global Economics team joins Head of U.S. Policy Strategy Ariana Salvatore to disc ...more
Morgan Stanley TMT Conference 2026 | Jensen Huang on AI, Compute, Tokens and the New Global Economy
Morgan Stanley 2026-03-18 に公開
From the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, watch NVIDIA CEO Jensen Huang explain how AI is reshaping the global economy. His core in ...more
Japan’s Bull Market Takes Shape
Morgan Stanley 2026-03-17 に公開
Morgan Stanley MUFG ’s Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why these gains may be mor ...more