主题优势：公司如何降低关税风险-第2集

M IdeaPodcast | North AmericaThe Thematic Edge: How Companies are Mitigating Tariff Risk | Ep. 2 Morgan Stanley & Co. LLCMichelle M. Weaver, CFAEquity Strategist Michelle.M.Weaver@morganstanley.com +1 212 296-5254 Ariana SalvatoreStrategist Ariana.Salvatore@morganstanley.com In the second episode of this new series, US Thematic and Equity Strategist Michelle Weaver and US Public Policy Strategist Ariana Salvatore delve into how companies are navigating US policy uncertainty and tariff risk. Play Audio Related Research:Global Thematics: Thematic Investing: A Framework for Uncovering Alpha (May 5, 2025)US Public Policy: 100 Days Brief (May 29, 2025)Video | 2025 Spring Training: Thematic Research (May 22, 2025)Thematic Alpha & US Public Policy: The Tariff Playbook: Mitigation Stra