Ideas

2020 and the Downside of Fiscal Stimulus

Feb 19, 2019

Despite 2018's tax cuts, corporate spending didn't push the U.S. economy into permanent high gear. Are higher taxes next? Or more stimulus? Head of Public Policy Michael Zezas shares his outlook.

Research

Reduced Healthcare Costs Could Be a Click Away

Feb 4, 2019

U.S. healthcare costs have soared to 18% of GDP but the system is rife with waste. Could e-commerce bring patients better transparency on price and quality?

Thoughts on the Market

Why “Goldilocks” Could Be Just a Fairy Tale in 2019

Feb 15, 2019

Investors may feel markets are in a “not too hot, not too cold” moment, but Chief Cross Asset Strategist Andrew Sheets says global growth could put a damper on this story line.

Research

Are Investors Too Cynical on China Growth?

Jan 30, 2019

Skeptics see China's efforts to stimulate its economy as too little, too late or, conversely, risking another debt-deflation cycle. Here's what they may not see.

Research

Are Flying Cars Preparing for Takeoff?

Jan 23, 2019

Get ready, because autonomous urban aircraft may no longer be the stuff of comic books—instead, they could be a $1.5 trillion market by 2040.

Thoughts on the Market

Will Tax Season Deliver Many Happy Returns?

Feb 13, 2019

Will U.S. tax refunds be smaller than expected? Chief U.S. Economist Ellen Zentner gives a full read on what tax season may hold for Americans.

Investment Management

4 Reasons for Investor Optimism in 2019

Jan 17, 2019

Investors shouldn't expect easy returns in 2019, but there are reasons to be optimistic, including economic growth, attractive valuations and inevitable swings in sentiment.

Wealth Management

2019 Roundtable: Finding Value Amid Volatility

Jan 14, 2019

What could markets have in store for 2019? Members of Morgan Stanley’s Global Investment Committee discuss.

Investment Banking

M&A in 2019: 6 Trends to Watch

Jan 18, 2019

After an exceptional year for mergers and acquisitions in 2018, Morgan Stanley bankers expect the market to stay strong, albeit with some shifting dynamics.

Research

Five Ideas That Could Add Alpha in 2019

Jan 11, 2019

From streaming media to China’s bond market, Morgan Stanley identified dozens of debates where the firm’s views diverge from market consensus. Here are five highlights.

Investment Management

European Equities 2019: Ugly Duckling or Beautiful Swan?

Jan 8, 2019

Although European equities fell out of favor with investors in 2018, Investment Management’s European Equities Team says there are reasons for optimism as we enter 2019.

Wealth Management

Recession Fears Seem Overblown

Jan 7, 2019

While economic and earnings growth may slow this year, they are unlikely to turn negative, despite what recent market volatility suggests.

Access & Opportunity Podcast

Transparency, Trust and Transformation

Dec 28, 2018

How James Rhee transformed Ashley Stewart from a neglected retailer into a thriving brand that supports a community of women.

Ideas

Turning Point Ahead: Global Markets Reverse Course in 2019

While most investors perceive the funding landscape as balanced, their actual investments in multicultural and women-owned businesses are highly skewed. See by just how much.

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9 articles

U.S. Equities: Macro Takes a Backseat

2019 Global Outlook: Turning Point Ahead

Could Emerging Markets Take the Lead in 2019?

Fixed Income: Is It Time to Get Pro Active?

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Investment Management

4 Challenges for Global Investors in 2019

Dec 14, 2018

Headwinds for the U.S. and China will have broad implications for global economies and asset prices in 2019. Will it be a hard, bumpy or soft landing from the highs of 2018?

Wealth Management

The Market Today vs. the Dot-Com Era

Dec 11, 2018

Stock market performance now has a lot in common with the late 1990s, but some important differences exist. What might that mean for future returns?

Innovation LAb

Pitching Your Startup to Investors in Seven Minutes or Less

Dec 10, 2018

On Demo Day at the Multicultural Innovation Lab, women and multicultural entrepreneurs get the spotlight they deserve.

Investment Management

A Strategy Built for Challenging Markets

Dec 13, 2018

Amid increased volatility and broader market uncertainty, investors are looking for strategies with a track record for generating strong risk-adjusted returns.

Inclusive Innovation & Opportunity

The Trillion-Dollar Blind Spot

Dec 11, 2018

While most investors perceive the funding landscape as balanced, their actual investments in multicultural and women-owned businesses are highly skewed. See by just how much.

Access & Opportunity Podcast

Shaking up an Age-Old Industry

Dec 12, 2018

Carla Harris talks to Julia Collins of Zume Pizza, a robot-powered pizza delivery company.

Investment Management

A Bump in the Road... or the End of the Road?

Nov 20, 2018

Bull market corrections follow a consistent pattern—a dip, rally, retest and recovery—and this period of volatility may be no different says Andrew Slimmon.

Research

Video Gaming's Epic Battle in the Cloud

Nov 19, 2018

The console gaming market is on the cusp of a transformation, both in how consumers play the games, and which businesses will be positioned to reap the rewards.

Millennials, Gen Z and the Youth Boom Economy

2020 and the Downside of Fiscal Stimulus

Reduced Healthcare Costs Could Be a Click Away

Why “Goldilocks” Could Be Just a Fairy Tale in 2019

Are Investors Too Cynical on China Growth?

Are Flying Cars Preparing for Takeoff?

Will Tax Season Deliver Many Happy Returns?

4 Reasons for Investor Optimism in 2019

2019 Roundtable: Finding Value Amid Volatility

M&A in 2019: 6 Trends to Watch

Five Ideas That Could Add Alpha in 2019

European Equities 2019: Ugly Duckling or Beautiful Swan?

Recession Fears Seem Overblown

Transparency, Trust and Transformation

Turning Point Ahead: Global Markets Reverse Course in 2019

4 Challenges for Global Investors in 2019

The Market Today vs. the Dot-Com Era

Pitching Your Startup to Investors in Seven Minutes or Less

A Strategy Built for Challenging Markets

The Trillion-Dollar Blind Spot

Shaking up an Age-Old Industry

A Bump in the Road... or the End of the Road?

Video Gaming's Epic Battle in the Cloud

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