Starcast
Join the waitlist
Measuring the Market’s Megatrends
Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.
On this episode
About this episode
Paul Walsh, Michelle Weaver and Daniel Blake discuss how thematic mapping can help investors separate true beneficiaries from market hype and identify risks hiding beneath the surface.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome everyone to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research in Europe. Michelle Weaver: And I'm Michelle Weaver, U.S. Thematic and Equity Strategist. Daniel Blake: And I'm Daniel Blake, Head of Asia Thematic Strategy. Walsh: And today we're discussing why thematic investing may be entering a new phase – moving from simply identifying big ideas to systematically measuring them.It's Tuesday, the 25th of…