2021 Outlook: A Global Synchronous Recovery

2020 witnessed once-in-a-century swings in the economy, policy and markets. Will 2021 bring more normality?

IDEAS

Research

Plotting Australia's Policy Paths

March 5, 2021

As Australia’s recovery momentum continues, debates on policy paths are starting to emerge.

Investment Management

Top 10 Trends of 2021

March 3, 2021

Top trends focused on how the impact of the pandemic could radically reshape the roster of winners and losers in global markets.

Research

The Internet on Pandemic Fast-Forward

March 2, 2021

Did our online binge during lockdowns forever change how we shop for goods and services? Five debates for investors to watch in 2021.

Thoughts On The Market

‘Buy Low, Sell High’ May (Finally) Apply Again

March 01, 2021

Some traditional market aphorisms seem to have been in abeyance, but with bond yields rising, the old rules are starting to apply again.

Research

Post COVID-19: Working And Living

Feb 16, 2021

While no sector of the economy has gone untouched, over time many sectors may normalise, with some returning to business as usual and others returning to a “new normal".

Research

What Makes a Good Banking App?

Feb 01, 2021

As the post-COVID move towards digital banking accelerates, banks will need to offer new, convenient, and personalised digital experiences to their customers.

Research

7 Ideas That Could Add Alpha in 2021

Jan 29, 2021

From online ad growth to precision agriculture, seven themes could shape industries and drive asset prices this year. Here’s how—and why—our views on each diverge from the market consensus.

Research

The Future of Food: 4 Solutions for a Hungry Planet

Jan 21, 2021

Learn why feeding the world's growing population will prove ever more difficult; but innovative solutions with investment potential could be ahead.

Research

Morgan Stanley's updated Capital Market Assumptions

Jan 15, 2021

Morgan Stanley Research believes the cycle has been reset and we are now in the recovery phase. It may be a good time for investors to ensure portfolio positioning is appropriate.

Research

US Equity Strategy: Don't Be Late

Jan 08, 2021

Momentum is shifting – are you ready?

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