While there continues to be turbulence in many sectors, such as energy and food, some Asia and Emerging Markets may fare better than others through the second half of an already hectic 2022.

Jonathan Garner: Keeping it Simple in Turbulent Times

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes.

Managing for Economic Uncertainty

Our CIO for Wealth Management, Lisa Shalett, and our Head of Corporate Credit Research continue their discussion of the impact of interest rates on different asset classes, the high concentration of value in equity markets and more.

What If Rates Are Higher for Longer?

Lisa Shalett, our CIO for Wealth Management, and our Head of Corporate Credit Research discuss how to forecast expected returns over the long term, and whether historic cycles can help make sense of the market environment today.

Separating the Cyclical from the Systemic

Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest rate cycle are reminiscent of the 1990s.

Special Encore: Seth Carpenter: Looking Back for the Future

Our experts discuss U.S. dollar strength and its far-reaching impact on the global economy and the world’s stock markets.

Jonathan Garner: Keeping it Simple in Turbulent Times

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