2021 Outlook: A Global Synchronous Recovery

2020 witnessed once-in-a-century swings in the economy, policy and markets. Will 2021 bring more normality?

Top 10 Trends of 2021

March 3, 2021

Top trends focused on how the impact of the pandemic could radically reshape the roster of winners and losers in global markets.

Research

7 Ideas That Could Add Alpha in 2021

Jan 29, 2021

From online ad growth to precision agriculture, seven themes could shape industries and drive asset prices this year. Here’s how—and why—our views on each diverge from the market consensus.

Research

2021 Global Economic Outlook: The Next Phase of the V

Dec 04, 2020

Morgan Stanley projects strong global GDP growth of 6.4% for 2021—led first by emerging markets, followed by reopening economies in the U.S. and Europe—in a macro outlook that diverges from the consensus.

Research

2021 Investor Strategy Outlook: Six Takeaways for the Year Ahead

Dec 04, 2020

After a year of chaos, the 2021 investment outlook is refreshingly normal: Trust the recovery and, for most assets, stick with the early-cycle playbook.