The Biggest Risk to our Bullish Forecast

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".

Read Full Article
Research

2022 Outlook:
Australia Opening Up

Easing of lockdown and border restrictions, along with a stimulatory federal election, see a strong demand recovery through 2022.

Research

Wellington Management: Investing in the Future of Health Care

What health care breakthroughs will we be talking about in twenty years? Morgan Stanley's Amy Ellis sits down with Wellington Management CEO Jean Hynes to discuss asset management and the future of health care innovation.

Thoughts On The Market

2022 Global Economic Outlook: Optimism in the New Year

Andrew Sheets speaks with Chief Global Economist Seth Carpenter on Morgan Stanley’s more optimistic economic outlook for 2022 and how consumer spending, labour, and inflation contribute to that story.

Research

General Motors’ Bold Charge Toward an EV Future

How do you exit a business that currently accounts for nearly 100% of your profits? General Motors Chair and CEO Mary Barra sits down with Adam Jonas, Head of Morgan Stanley's Global Auto & Shared Mobility research team, to discuss the seismic shift to electric.

Research

Fireside Chat with Jon Gray

Blackstone President and COO Jon Gray talks about the post-COVID environment, maintaining investment discipline as business scales up, the appropriate level of return in a near-zero interest rate environment and what keeps Jon up at night.