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

The Historic Journey to a Clean Energy World

July 9, 2021

Can U.S. utilities truly reach net-zero carbon emissions? Duke Energy CEO Lynn Good sits down with Morgan Stanley’s Stephen Byrd to discuss the future of clean power and the technologies that could get us there.

Thoughts On The Market

2021 - A Look Back, a Look Forward

July 9, 2021

It's easy to forget just how different the world looked just six months ago. Does the renewed optimism suggest higher returns or just higher expectations?

Research

Hilton CEO Chris Nassetta: Get Ready For the Return of Travel

June 21, 2021

Will pent-up demand for experiences mean boom times ahead for travel & leisure? Hilton CEO Chris Nassetta sits down for an exclusive interview with Morgan Stanley’s Thomas Allen.

Wealth Management

Barron's Top 100 Financial Advisers List

Jun 18, 2021

For the fourth year in a row, our financial advisers have achieved excellence on Barron’s list of Australia’s Top Financial Advisers.

Source

A View from the Peak?

While the outlook for growth and inflation looks strong through next year, both may disappoint lofty investor expectations—and bring consequences for some stock sectors.

Research

2021 Midyear Economic Outlook: A Business Investment Surge Ahead

June 15, 2021

With the global economy on track to pass its pre-pandemic growth trajectory this year, Morgan Stanley economists say that next stage of growth will be driven by a red-hot cycle of business investment.

Research

2021 Midyear Investor Outlook: A Tricky Transition

June 15, 2021

Strong economic winds call for charting a different course, including looking for opportunities globally, focusing on out-of-favour sectors and investing thematically.

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.

Source

Mid-Year Commodities Outlook: Risks Ahead?

Consumer spending should drive strong business investment in the months ahead, driving global GDP above its pre-COVID-19 path. But inflation may be a risk to watch.

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