Which sectors are best positioned to succeed in the “New Normal,” and which face the greatest challenges? Across two days of 10-minute lightning talks, eight Morgan Stanley analysts will discuss the emerging headwinds and tailwinds shaping a variety of sectors in a post-COVID world.

Henning Cosman, HSBC Head of Automotive Equity Research, and Will Cho, HSBC Hardware & Internet Analyst will discuss the key factors behind the increased adoption of EV in a post-pandemic market.

Natalie Cade of UBS Research will analyze the technology, retail, and payments innovations that are are driving China’s rapid economic growth and influencing global trends. 

A look at the future of transportation and defense amid the uncertainty of COVID and the US Presidential Election led by Morgan Stanley’s Ravi Shanker, Senior Airlines & Transportation Analyst, and Kristine Liwag, Senior Aerospace & Defense Analyst.

Carter Gould, Barclays' U.S. Biopharma Analyst, synthesizes the state of the vaccine race and discusses COVID-19 vaccine and treatment options.

Davey Jose, HSBC Disruptive Technologies Analyst, discusses the implications of a remote future of work on technology, cities, and the workforce.
 

Hiral Patel, Barclays’ Head of Sustainable & Thematic Investing, analyzes the lasting impact of COVID-19 and the trends that will likely impact every sector.

Access a three-part discussion on COVID-19 impact scenarios and the macro trends that will shape the next five years featuring nine leading Morgan Stanley analysts.

Ashim Paun, Global Co-Head of ESG at HSBC Research, analyzes climate risk and provides a framework to understand the physical and economic impacts of global warming.

Michael Zezas, Head of US Public Policy and Managing Director at Morgan Stanley, shares his framework for post-election policy paths.

Torsten Slok, Chief Economist at Deutsche Bank Securities, shares an analysis of the outlook for the global economy and financial markets.