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

Thoughts On The Market

So, What’s the Story?

September 3, 2021

Although a key component of investing is getting the narrative correct, perhaps a bigger component is knowing when the narrative could change.

Research

Believe in the Expansion

August 26, 2021

While we acknowledge the impact to economic activity from the rise of the Covid-19 Delta variant, underlying activity remains robust, whilst the desire for a return to "normal" remains as strong as ever.

Research

Space Investing: Ready for Takeoff?

Recent developments in space travel may be setting the stage for a striking new era of tech investment. Are investors paying attention?

Research

New Investor Opportunities Emerge in Cloud-Era Cybersecurity

August 19, 2021

As cyber threats follow enterprises into the cloud, two key software markets are set to converge into a single discipline for more effective threat prevention, detection and response. A look at the opportunities for investors.

Research

Navigating a Tricky Transition

A strong second quarter earnings season wraps up this week, but lower than consensus earnings for next year and lower valuations could make the road ahead a bit bumpier.

Research

All About the Money Supply

August 13, 2021

Given the substantial increase in the money supply in the US in recent years, concerns over its impact on inflation are understandable. We delve more deeply into this connection and find cause and effect is not quite that straight-forward.

Research

It Is Time to Worry about the Growth Outlook?

Aug 12, 2021

The Delta variant, slow progress on U.S. infrastructure and some recent disappointing data have markets worried about the economic recovery. Here’s another view.

Research

Rising Tide – Which Boat?

August 6, 2021

Inflation continues to dominate the debate over the medium-term market trajectory. We take a deeper dive on the issues facing Australian investors.

Research

Plugging into the Electrification Supercycle

August 6, 2021

What’s the lower-risk way to play compelling electrification themes, such as electric cars, modern energy grids, storage and distributed power? A unique take for investors.

Institute for Sustainable Investing

How Real Estate Investors Can Better Assess Climate Change Risk

July 29, 2021

A new framework for assessing climate change data helps real estate investors measure risks, including extreme weather events and the costs of transitioning to a low-carbon economy.

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