Matt Cost of the firm’s U.S. Internet team shares his key takeaways from the 2024 Morgan Stanley Technology, Media & Telecom Conference, including the online ad market’s rebound and the future of property tech.

AI, Scale and Privacy

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Our analysts find that despite the obvious differences between retail fashion and airlines, struggling brands in both industries can use a similar playbook for a turnaround.

The Curious Connection Between Airlines and Fashion

Our Head of Europe Thematic Research discusses revolutionary “Longshot” technologies that can potentially alter the course of human ageing, and which of them look most investible to the market.

Can Technology Help Us Live Longer & Better?

With interest in anti-obesity medications growing significantly, the head of our European Pharmaceuticals Team examines just how large that market could become.

Meeting the Demand for Anti-Obesity Treatment

As the US presidential election remains closely contested, our experts discuss what a change in administration could mean for European equities in terms of trade, China relations and other key issues.

European Markets React to Upcoming U.S. Election

New data on both immigration and inflation defied predictions and may have shifted the Fed’s perspective.

AI, Scale and Privacy

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