Exceptional Leaders / Exceptional Ideas

Morgan Stanley’s equity analysts sit down with leaders at world-class global companies, including Microsoft’s Satya Nadella and Blackstone’s Jonathan Gray.

IDEAS

Research

Post-Pandemic, Southwest Airlines Positions for Clearer Skies Ahead

November 10, 2021

How do you run a 50,000-employee airline after a pandemic eliminates 95% of your bookings virtually overnight? Airline industry legend Gary Kelly, Chair and CEO of Southwest, sits down with Morgan Stanley to tell the tale.

Thoughts On The Market

Inflation Causes Mixed Signals

November 10, 2021

As we head towards year end, stock and bond markets appear to be sending mixed signals for the year ahead. For investors, the truth could lie somewhere in the middle.

Research

What Will Markets Return in the Long Run?

Oct 29, 2021

The key financial conundrum for any investor is predicting what markets will return over the long run. But with some historical research and the power of math, the future becomes a bit clearer.

Research

Consumer and Business Sentiment Remain Resilient

October 26, 2021

Despite lengthy lockdowns in New South Wales and Victoria, the nation’s economy remains resilient.

Research

General Motors’ Bold Charge Toward an EV Future

October 19, 2021

How do you exit a business that currently accounts for nearly 100% of your profits? General Motors Chair and CEO Mary Barra sits down with Adam Jonas, Head of Morgan Stanley's Global Auto & Shared Mobility research team, to discuss the seismic shift to electric.

Research

Clear Skies, Volatile Markets

As the weather chills and we head towards the end of the mid-cycle transition, the S&P 500 continues to avoid a correction. How long until equities markets cool off?

Research

The Process Matters

Our analyst’s equity positioning models have held up well and we continue to rely on an understanding of historical cycles as we move through this mid-cycle transition. Chief Investment Officer Mike Wilson explains.

Research

Women in Tech: Moving the Dial in Gender Equality

September 23, 2021

What are the opportunities and challenges facing women who are founding, leading and investing in Australian technology firms?

Research

The New Era of Space Exploration

September 23, 2021

What does the rapidly evolving commercialisation of space mean for investors?

Research

Fireside Chat with Jon Gray

September 21, 2021

Blackstone President and COO Jon Gray talks about the post-COVID environment, maintaining investment discipline as business scales up, the appropriate level of return in a near-zero interest rate environment and what keeps Jon up at night.

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