Michael Zizes

Deputy Global Head of Research, Morgan Stanley · Person

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Michael Zizes - Deputy Global Head of Research, Morgan Stanley. Tracked across 14 mentions in podcasts and expert conversations analyzed by Sonic.

What Michael Zizes has said

During the European sovereign debt crisis, Greece needed to roll over debt equivalent to approximately 150% of its annual revenue.

bearish·Michael Zizes

The collapse of monoline insurers after the 2008 financial crisis created a new need for fundamental credit analysis of individual municipal issuers, as the market could no longer rely on blanket AAA ratings.

neutral·Michael Zizes

During the European sovereign debt crisis, California's debt service payments were approximately 5% of its revenue.

bullish·Michael Zizes

During the European sovereign debt crisis, Greece needed to roll over debt equivalent to approximately 150% of its annual revenue.

Expert perspectiveMichael ZizesJun 19

During the European sovereign debt crisis, California's debt service payments were approximately 5% of its revenue.

Expert perspectiveMichael ZizesJun 19

Morgan Stanley estimates global capital expenditures for data centers alone will be $2.9 trillion between 2025 and 2028.

Expert perspectiveMichael ZizesJun 19

Morgan Stanley believes that enterprise SaaS companies retain a durable moat because they can industrialize AI solutions for large organizations in a way that individual employees cannot.

Expert perspectiveMichael ZizesJun 19

Morgan Stanley's European equity strategist, Marina Zavalok, theorizes that Europe could be a "sneaky AI beneficiary" due to potential productivity gains in its asset-heavy industries.

Expert perspectiveMichael ZizesJun 19

Japanese households hold approximately 50% of their assets, equivalent to about $7 trillion, in cash deposits.

Expert perspectiveMichael ZizesJun 19

Morgan Stanley's economics team estimates that the physical construction of AI infrastructure is contributing approximately 0.25% to GDP growth this year.

Expert perspectiveMichael ZizesJun 19

The Federal Reserve is a committee-driven institution, which means its policy decisions are unlikely to be substantially compromised even with a less traditional chairperson.

Expert perspectiveMichael ZizesJun 19

In 2020, Morgan Stanley's strategic view was that a regime change driven by shifting US voter preferences meant the peak benefits of globalization were in the past and geopolitical fragility was on th...

Expert perspectiveMichael ZizesJun 19

Morgan Stanley's house view is that the current equity market rally will broaden out to include companies beyond the initial AI infrastructure winners.

Expert perspectiveMichael ZizesJun 19

In a 2020 Morgan Stanley survey, investors who believed a Joe Biden victory would be better for markets also incorrectly predicted that his administration would reduce tariffs on China.

Expert perspectiveMichael ZizesJun 19

The percentage of MSCI World companies reporting tangible benefits from AI has increased from approximately 20% at the beginning of last year to over 30% now.

Expert perspectiveMichael ZizesJun 19

From 2024 to 2025, companies identified by Morgan Stanley as "AI adopters" are projected to have an average EBIT expansion that is two times faster than non-adopters.

Expert perspectiveMichael ZizesJun 19

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