Disruption Evolved

Drivers of disruption are well known – artificial intelligence, automation, big data.
But what are the implications for investors?

IDEAS

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.

Research

Global Growers – Form is Fleeting, Class is Lasting

Nov 13, 2020

Morgan Stanley Research examines the factors that are likely to determine future success for Australia’s leading globally-focused firms.

Research

Post-Election 2020: What’s Ahead for Markets and Policy?

Nov 13, 2020

Foreign-policy shifts, global trade, the fate of stimulus and the path of the coronavirus are just a few of the variables that investors should consider as President-elect Joe Biden prepares to take office.

Investment Management

4 Steps to Sustainable Investing

Nov 06, 2020

These four steps can guide a dynamic sustainable investing strategy for the long term.

Research

Election 2020: Road Rules for Investors

Oct 29, 2020

Elections have consequences, but they may not be immediately clear to markets. A look at the risks and opportunities in 4 possible U.S. election outcomes.

Research

The Return of Inflation

Oct 26, 2020

Inflation expectations collapsed as the recession began and the demand for goods and services tumbled, but the recession should give way to a new cycle, one in which inflation will likely return.

Research

Banks and Climate: Tides of Change

Oct 23, 2020

Transitioning to a sustainable economy is becoming the defining issue of the next cycle for banks.

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