2021 Outlook: A Global Synchronous Recovery

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

IDEAS

What Are Other Investors Thinking?

April 20, 2021

Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.

Research

Exceptional Leaders / Exceptional Ideas: Shell CEO Ben van Beurden

April 16, 2021

How do we make an orderly transition to clean energy with billions of legacy vehicles still in use? Ben van Beurden sits down with Martijn Rats, Global Oil Strategist and Head of European Energy Research, to discuss the future of energy.

Investment Banking

Low-Key Tech to Take the Spotlight

April 16, 2021

Robust demand during the pandemic has set the stage for some behind-the-scenes tech players to take a star turn in terms of growth prospects and potential deals.

Source

Equities Eye the Reality of Reopening

Apr 7, 2021

Although the S&P 500 has continued to make new highs, underneath the surface, a shift in market leadership may be sending a signal about the hard work of reopening.

Research

Is the Value Trade Here to Stay?

March 30, 2021

At long last, value stocks are back—but for how long? Morgan Stanley's Quantitative Equity Research team looks at whether the trend has staying power.

Research

Exceptional Leaders/ Exceptional Ideas: Blackstone's Jonathan Gray

March 25, 2021

Jonathan Gray, President and Chief Operating Officer of Blackstone, sits down with equity analyst Michael Cyprys.

Research

Exceptional Leaders/ Exceptional Ideas: Microsoft's Satya Nadella

March 25, 2021

Microsoft CEO Satya Nadella sits down with Morgan Stanley’s Rob Rooney and Keith Weiss to discuss workplace digital transformation. Post-pandemic, will the workplace ever be the same?

Research

Plotting Australia's Policy Paths

March 5, 2021

As Australia’s recovery momentum continues, debates on policy paths are starting to emerge.

Investment Management

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

The Internet on Pandemic Fast-Forward

March 2, 2021

Did our online binge during lockdowns forever change how we shop for goods and services? Five debates for investors to watch in 2021.

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