# Paul Walsh

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The Outlook for European Stocks in 2026

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. …

Who’s Disrupting — and Funding — the AI Boom

Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm…

Europe in the Global AI Race

Live from Morgan Stanley’s European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic AI wave.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts…

The End of the U.S. Dollar’s Bull Run?

Our analysts Paul Walsh, James Lord and Marina Zavolock discuss the dollar’s decline, the strength of the euro, and the mixed impact on European equities.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Markets. I'm Paul Walsh, Morgan Stanley's Hea…

Faceoff: U.S. vs. European Equities

Our analysts Paul Walsh, Mike Wilson and Marina Zavolock debate the relative merits of U.S. and European stocks in this very dynamic market moment.Read more insights from Morgan Stanley.

Europe’s Defense Dilemma

Morgan Stanley Research looks at how the European defense industry might respond to military spending pressure from the Trump administration.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Europe Product.Ross Law: And I'm Ross Law, Head …

Retirement in the Age of Higher Life Expectancy

Morgan Stanley’s European Head of Research Product Paul Walsh speaks to Betsy Graseck, Global Head of Banks and Diversified Finance, and Bruce Hamilton, European Asset Managers Diversified Financials Analyst, about the implications of increasing life expectancy for the financial industry.----- Tran…

New Year, New Investment Themes?

Tune in as our analysts take a look back at the major themes from 2023 and a look ahead to what investors should be eyeing in 2024.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. And on this special episode of …

Global Tech: What’s Next for EdTech?

Education technology, or EdTech, saw significant adoption during the COVID-19 pandemic, yet opportunity remains in this still young industry if one looks long-term. Head of Products for European Equity Research Paul Walsh and Head of the European Internet Services Team Miriam Josiah discuss.----- T…

The Notebook [2004] with Steph Bradshaw

Tissues at the ready! (Minds out of the gutter!) Today we're in the reflected glow of enduring love with romance classic The Notebook. Join Dom Burgess, Ellie Beveridge, Paul Walsh and super special guest comedian and performer Steph Bradshaw as we chat lumber yards, picnic blankets and ukuleles. P…