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Market Outlook: August 2020

William Freedman

Our Monthly Market Updates provide readers with a high-level overview of equities, commodities, monetary policy, and more. Read August's outlook here.

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50+ Major Corporations’ Return to Office Dates

AlphaSense Analyst

Discover when companies plan to return to the office. Some companies have started a phased return, while others are allowing indefinite remote work.

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Tech

Tech-Enabled Transformation: Top Trends Post-COVID with Morgan Stanley

AlphaSense Analyst

Last week, AlphaSense interviewed Morgan Stanley analysts Katy Huberty, Keith Weiss, and Meta Marshall to discuss tech-enabled transformation post-COVID.

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Trends

Morgan Stanley Analysts Discuss CRE’s Future

AlphaSense Analyst

Last week, we sat down with Richard Hill & Vikram Malhotra, two Morgan Stanley analysts, to discuss the future of commercial real estate post-COVID.

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Healthcare

How Digital Services Will Transform Healthcare with Ricky Goldwasser

AlphaSense Analyst

Last week, AlphaSense sat down with Ricky Goldwasser, US Healthcare Services Analyst at Morgan Stanley, to discuss telehealth, telemedicine and healthcare.

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Spotify Q2 2020 Earnings Preview: What to Expect & How to Prepare

AlphaSense Analyst

Discover our Analyst's perspective on how to approach Spotify's Q2 2020 earnings.

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294 Companies’ Pandemic Layoff and Hiring Policies

AlphaSense Staff

This week’s new flood of unemployment claims is evidence of an economic backslide. Discover how companies are handling layoffs and hiring during Covid.

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Co-Head of Securitized Research at Morgan Stanley on Housing Post-Covid

AlphaSense Analyst

This week, we sat down with Jim Egan, Co-Head of Securitized Research at Morgan Stanley, to discuss life after Covid, focusing on housing tailwinds.

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Morgan Stanley US Equity Strategist Discusses Covid’s Impact on S&P500

AlphaSense Analyst

This week, we sat down with Adam Virgadamo, US Equity Strategist at Morgan Stanley, to discuss life after Covid, focusing on the S&P 500 and macro trends.

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Morgan Stanley Chief US Economist Weighs Four Post-Pandemic Scenarios

AlphaSense Analyst

This week, we sat down with Ellen Zentner, Chief US Economist at Morgan Stanley, to discuss life after Covid, focusing on the US Economy & macro trends.

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