Articles by Stéphane Renevier

Carry trades torpedoed the market. They’re still everywhere

Markets skipped the stairs and took the elevator down this week. Here’s how it happened

Morgan Stanley says this industry should win when rates fall

Goldman’s bear market indicator is urging you to be cautious

The next wave of AI plays, according to Morgan Stanley

Here’s what to expect from the 60/40 portfolio over the next 10 years

How money is really created in a modern economy

US government debt is a ticking time bomb

Morgan Stanley’s five cutting-edge ‘long shot’ investment ideas

The hidden beneficiaries of the weight-loss drug boom

How Daniel Kahneman’s genius can help you become a better investor

Six practical lessons you can take from six investing legends