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

The Future of Food: 4 Solutions for a Hungry Planet

Jan 21, 2021

Learn why feeding the world's growing population will prove ever more difficult; but innovative solutions with investment potential could be ahead.

Research

Morgan Stanley’s updated Capital Market Assumptions

Jan 15, 2021

Morgan Stanley Research believes the cycle has been reset and we are now in the recovery phase. It may be a good time for investors to ensure portfolio positioning is appropriate.

Thoughts On The Market

So… What Isn’t Priced-In?

Jan 13, 2021

Although 2021 is likely to be a better year economically, asset markets may not repeat the remarkable run of the past 9 months. So where should investors look?

Research

US Equity Strategy: Don't Be Late

Jan 08, 2021

Momentum is shifting – are you ready?

Research

2021 Global Economic Outlook: The Next Phase of the V

Dec 04, 2020

Despite the current rise in COVID-19 cases and shutdowns, the global V-shaped economic recovery remains on track and could deliver outsized growth next year.

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.

Research

Resilient Base, Recovery Paced

Nov 30, 2020

Australia's economic recovery is expected to continue in 2021, helped by lower virus incidence and sustained policy support.

Research

The Rise of S

Nov 25, 2020

Social considerations are transforming the mining industry and companies can no longer afford to overlook the social aspect of sustainable mining.

Research

Digital Transformation’s New Urgency in the Era of COVID-19

Nov 23, 2020

Learn why COVID-19, hyperconnectivity and the launch of 5G technology may mean a boost for IT services companies in the coming years.

Research

For Investors, Is 5G Living Up to the Hype?

Nov 20, 2020

Success of 5G in Asia may bode well for the rest of the world. Here are five takeaways from the early adopters of the next generation of wireless technology.

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