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

Corporate Strategy: From Preservation To Allocation

June 10, 2021

Post-COVID, the strategic focus for ASX200 companies is likely to shift from capital preservation to capital allocation.

Research

Is Honeywell Rewriting the Digital Transformation Playbook?

June 9, 2021

Disrupting a playbook that has worked successfully for a 100 years isn’t without challenges. In this episode, Honeywell CEO Darius Adamczyk sits down with Morgan Stanley’s Katy Huberty to discuss Honeywell’s marriage of industrial hardware and 21st century tech.

Thoughts On The Market

Mid-Year Commodities Outlook: Risks Ahead?

June 7, 2021

Commodities prices have seen big moves over the last several months, but could a potentially stronger dollar and the mechanics of supply and demand cool the rally?

Research

Comcast CEO Brian Roberts: Rip Up Your Playbook Every Day

May 17, 2021

In episode four of our new series, Exceptional Leaders / Exceptional Ideas, Comcast Chairman and CEO Brian Roberts sits down with Benjamin Swinburne, Head of U.S. Media Research.

Wealth Management

Federal Budget 2021 Overview

May 12, 2021

Bitcoin is back in the headlines after a three-year respite. Is Bitcoin or any other cryptocurrency something investors should consider for their portfolios?

Research

Bitcoin: A Rising Asset Gaining Institutional Adoption

May 11, 2021

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

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.

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".

Wealth Management

Art as a Passion Asset and the Economics of Taste

April 27, 2021

The economics of taste is a known factor in the art market, but it can also be a challenge within families as privately-owned art and collectibles pass between generations. Here are some 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.

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