2020 Macro and Strategy Outlooks

Global Growth: Delayed, Not Derailed

Feb 4, 2020

The coronavirus outbreak could pressure global growth near-term, but easing policy and trade tensions still suggest a recovery path.

Research

Global Strategy Outlook: 7 Investment Themes for 2020

Dec 13, 2019

Investing in 2020 will mean navigating an uneven global recovery and uneven valuations. Here are seven key investment themes for the year ahead.

Thoughts on the Market

Welcome to Early Cycle?

Jun 1, 2020

Although market volatility continues to decrease, the volatility of popular momentum strategies is increasing—which suggests a coming rotation to early cycle stocks.

Wealth Management

Investing in 2020: A Year to Be Selective

Jan 14, 2020

Can markets this year reprise their remarkable performance in 2019? Here’s how to think about positioning your portfolio for 2020.

Research

Get Ready for the Data Decade

As the 2020s begin, AI, Internet of Things and Augmented Reality are about to reinvent how industries utilize data—and could reimagine our cities, farms, factories and hospitals.

Thoughts on the Market

What Can SARS Tell Us About the Coronavirus?

Jan 31, 2020

To understand the Coronavirus impact on people, economics and markets, Chief Asia and Emerging Markets Equity Strategist Jonathan Garner draws parallels with SARS in 2002.

Research

2020 Election Outlook: 4 Scenarios for Investors

Jan 24, 2020

Ahead of the U.S. vote in November, a look at four possible outcomes, resulting policies and likely reaction from markets across asset classes.

Research

7 Ideas That Could Add Alpha in 2020

Jan 24, 2020

Morgan Stanley Research takes a diverging view from the market consensus across dozens of areas, from secular themes to regional economic outlooks. Here are seven highlights for 2020.

Wealth Management

2020: New Decade, New Decisions

Jan 2, 2020

Life is full of decisions. Make the right ones in your financial life. From setting goals to planning for healthcare costs, here are some ideas to help you begin 2020 on the right path.

Wealth Management