Ideas

Strategizing for the Late-Cycle Rally

Apr 22, 2019

On today’s TOTM, Chief Investment Officer Mike Wilson says late cycle rallies tend to favor secular growth and defensive stocks. But what happens when even they become too expensive?

Institute for Sustainable Investing

Carbon Yield Fund Wins 2019 Sustainable Investing Challenge

Apr 12, 2019

The winning proposal from Northwestern University students would help farmers generate new revenue from carbon credits and more easily access organic markets.

Investment Banking

What’s Behind Japan’s Record-Breaking M&A Boom

Apr 4, 2019

Long-term demographic and economic shifts are propelling deals in Japan, a trend likely to continue.

Investment Management

Three Climate Tipping Points Shaping Markets

Apr 10, 2019

Investment Management’s Andrew Harmstone says that as we move closer to a climate change tipping point, three other tipping points could help tilt the scales.

Institute for Sustainable Investing

A New Bond to Help Prevent Forest Fires

Apr 3, 2019

After winning Morgan Stanley’s Sustainable Investing Challenge, a team of entrepreneurs raised $4 million to help protect 15,000 acres of public forest in California.

Thoughts on the Market

How Calm Are U.S. Equities in a Storm?

Apr 18, 2019

Conventional wisdom holds that the S&P 500 is considered to have lower volatility than other global stocks. But Chief Cross-Asset strategist Andrew Sheets asks, “Is that changing?”

Thoughts on the Market

On Taxes, Weighing Perception and Reality

Apr 17, 2019

Head of Public Policy Strategy Michael Zezas says only 17% of Americans believe their taxes dropped despite contrary data. But for markets, perception may matter this year.

Investment Management

Making Sense of Mixed Market Signals

Mar 20, 2019

Investment Management’s Andrew Slimmon says in hindsight, 2018 wasn't the end of the bull market. Although this year could be a bumpy ride, when the dust settles it could end on a high note.

Ideas Podcast

Darting Into the Future

Apr 8, 2019

In the second episode of our new season, we head to Dar es Salaam, Tanzania, where the future of transportation is already in motion.

Wealth Management

Addressing Gender in Impact Investing

Apr 3, 2019

Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate.

Research

The Race for Growth: Global Financials Face Transition

Global financials are at an inflection point amid changing conditions in China, M&A activity, technology and shifting consumer habits.

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4 articles

Financials Search for Growth in an Age of Disruption

Global Asset Managers Chart a Course for China

A New Age of U.S. Bank Mergers Ahead?

Is Credit Risk Lurking for Euro Banks?

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Research

China Looks Abroad for Capital

Mar 13, 2019

China is on the verge of its first current-account deficit in a quarter-century—which could present opportunities for foreign investors to step into the breach.

Wealth Management

U.S. Market May Be Riskier than It Seems

Mar 11, 2019

Recent positives have been priced in, which may leave little upside the rest of the year without a boost in growth and earnings.

Research

For Investors, Could 5G Stream Higher Share Prices?

Feb 25, 2019

Wireless providers will spend big to deploy 5G, but they also stand to gain new markets, revive pricing power and reap rewards that should excite global investors.

Research

The Data Decade Pivots to Software

Feb 25, 2019

Why data warehousing, analytics and software are taking center stage as companies harness a new era of artificial intelligence, automation and machine learning.

Institute for Sustainable Investing

Asset Managers See Opportunity in Sustainable Investing

Feb 21, 2019

Sustainable investments have more than tripled since 2012. How has the asset management industry risen to meet demand?

Wealth Management

Risks and Opportunities of Climate Change

Feb 13, 2019

Climate change presents risks, but there are ways for investors to take part in positive change.

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?

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.

Wealth Management

Deficits and Debt Could Impact Markets

Jan 28, 2019

Investors need to prepare their portfolios for the impact of high deficits and debt levels on the economy and higher interest rates.

Research

Millennials, Gen Z and the Youth Boom Economy

Jan 25, 2019

As Gen Z joins Gen Y in the workforce, their combined impact could deliver a sizable jolt to U.S. consumption, wages, housing and overall GDP growth.

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.

Where the Future Is Now

Strategizing for the Late-Cycle Rally

Carbon Yield Fund Wins 2019 Sustainable Investing Challenge

What’s Behind Japan’s Record-Breaking M&A Boom

Three Climate Tipping Points Shaping Markets

A New Bond to Help Prevent Forest Fires

How Calm Are U.S. Equities in a Storm?

On Taxes, Weighing Perception and Reality

Making Sense of Mixed Market Signals

Darting Into the Future

Addressing Gender in Impact Investing

The Race for Growth: Global Financials Face Transition

China Looks Abroad for Capital

U.S. Market May Be Riskier than It Seems

For Investors, Could 5G Stream Higher Share Prices?

The Data Decade Pivots to Software

Asset Managers See Opportunity in Sustainable Investing

Risks and Opportunities of Climate Change

Reduced Healthcare Costs Could Be a Click Away

Are Investors Too Cynical on China Growth?

Are Flying Cars Preparing for Takeoff?

Deficits and Debt Could Impact Markets

Millennials, Gen Z and the Youth Boom Economy

M&A in 2019: 6 Trends to Watch

Five Ideas That Could Add Alpha in 2019

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