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

Investment Management

Stocks Investing to Help Combat Climate Change

May 10, 2021

Many investors prioritise addressing climate change but still aren’t sure how. Portfolio manager Andrew Harmstone discusses strategies to align portfolios with the Paris Agreement.

Thoughts On The Market

For Stocks, Reopening Is All About Nuance

May 6, 2021

The reality of reopening is anything but cut and dry. How the market is pricing, or failing to price, reopening means understanding those nuances will be a key theme.

Research

The Biggest Risk to our Bullish Forecast

April 30, 2021

While Morgan Stanley has a bullish view on the trajectory of the global economy, a key part of our forecast is conditional on a "grand reopening".

Source

Reopening: It’s All About the Execution

Apr 27, 2021

High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out.

Wealth Management

Art as a Passion Asset and the Economics of Taste

April 27, 2021

Learn key estate planning considerations for avid collectors and their families.

Institute for Sustainable Investing

Real Progress in Tackling Plastic Waste

April 27, 2021

As our planet’s plastic pollution problem worsens, we’re working to scale solutions as part of our Plastic Waste Resolution.

Research

A Tale of Three Consumers

April 21, 2021

Morgan Stanley Research compares the three largest consumer markets – US, China, and Euro area/United Kingdom – to highlight the different ways they will drive the global recovery.

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.

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.

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.

Browse All Ideas