Ideas

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.

Thoughts on the Market

U.S. Equities: When Bad News Can Be Good News

Jan 23, 2019

Could trade concerns and supply chain issues be setting up the market bottom investors are watching for? Chief Investment Officer Mike Wilson shares the outlook.

Wealth Management

Are U.S. Equities in a Relief Rally?

Jan 22, 2019

Just as December’s selloff was likely overdone, January’s rebound may reflect too much optimism about recent events.

Thoughts on the Market

The Surprising Side Effect of Gov't Shutdowns

Jan 23, 2019

A little-known side effect of the shutdown is the loss of some economic data points published by now shuttered agencies. How will this affect Fed decision-making?

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.

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.

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

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.

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

2019 Roundtable: Finding Value Amid Volatility

2019 Global Outlook: Turning Point Ahead

Could Emerging Markets Take the Lead in 2019?

European Equities 2019: Ugly Duckling or Beautiful Swan?

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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.

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.

Access & Opportunity Podcast

Confessions of a Serial Entrepreneur

Nov 29, 2018

Access & Opportunity Podcast: Rose Wang sold a company at 27, is a Fortune ‘Most Powerful Women Entrepreneur’ and continues to disrupt D.C.’s I.T. industry.

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.

Research

Disruption Inc: Tech Innovation Gets to Work

Morgan Stanley's analysts and strategists talk tech transformation as innovations like 5G, digital factories and augmented reality reinvent industry and business models.

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4 articles

Tech Helps Manufacturing Birth Its Digital Twin

Hello, Europe? 5G Is On The Line

European Media’s Ever-Changing Storyline

Can the Promise of a Perfect Fit Disrupt Fashion?

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Research

Space: Investing in the Final Frontier

Nov 7, 2018

Will declining launch costs, advances in technology and growing public-sector interest position space exploration as the next trillion-dollar industry?

Wealth Management

How to Handle Volatility

Nov 14, 2018

Markets have gotten much more volatile this year. Here’s why this shouldn’t worry long-term investors.

Innovation LAb

Curating the Urban Music Scene

Nov 13, 2018

Shoobs is a ticketing site for discovering urban concerts and nightlife events.

Access & Opportunity Podcast

Becoming Self-Made

Nov 14, 2018

Media mogul and real-estate powerhouse, Nely Galan, shares how she became the first Latina president of Telemundo and a successful entrepreneur.

Technology

A Symbiotic Approach to Fintech Innovation

Nov 8, 2018

At Morgan Stanley, collaborating with the right Fintech companies is central to success.

Access & Opportunity Podcast

Re-envisioning Urban Real Estate

Oct 30, 2018

Real-estate veteran Neville Rhone shares his journey from corporate executive to entrepreneur in search of development projects that benefit communities.

Research

Luxury Brands Master the Art of Growth

Oct 17, 2018

How have leading luxury companies posted double-digit annual sales growth without losing cachet and desirability? A look behind the velvet rope.

Investment Management

Investing in the Fintech-Enabled Lending Boom

Oct 19, 2018

Born out of peer-to-peer lending, online alternative lending has gone mainstream, presenting new opportunities for small businesses, consumers and investors.

Investment Management

Measuring Impact, By the Numbers

Oct 2, 2018

How can straight-forward measures help investors quantify the impact that their portfolio has on the environment, society, and corporate governance?

Global Capital Markets

Ten Years In, Green Bond Market Is Poised for Growth

Sep 25, 2018

Among both issuers and investors, demand for climate-friendly bonds continues to rise.

Investment Management

Fixed Income: Is It Time to Get Pro Active?

Oct 3, 2018

Investment Management’s Jim Caron says a seismic shift is underway in fixed income. How should investors rethink their approach?

Research

The Tide Finally Turns on Wage Growth

Sep 26, 2018

Some good news on wage growth has finally arrived. Global Head of Economics, Chetan Ahya, examines how it could affect global growth, inflation and corporate bottom lines.

Ideas

The New Climate Reality

Extreme weather events are the new normal, a growing risk that businesses and investors are learning to manage. At the same time, they are meeting the challenge with creative market solutions that have long-term impact.

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16 articles

A New Threshold for Sustainable Finance

How to Build a Green Portfolio

Jessica Alsford on Climate Change and ESG

More Asset Owners Embrace Sustainability

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Research

Why the Euro Area Could Surprise Markets

Sep 12, 2018

Could fiscal integration for the euro area drive a rally in risk assets and a stronger euro over the long term? Markets could be underestimating the possibility.

Innovation LAb

Momentum Builds in the Multicultural Innovation Lab

Sep 18, 2018

The startups are picking up the pace midway through the 2018 cohort's time at the Multicultural Innovation Lab.

Investment Banking

Capital Creates Coffee That Sustains

Sep 21, 2018

Morgan Stanley helped Starbucks work toward its goal of making coffee the world’s first sustainable agricultural product, by underwriting a pair of groundbreaking sustainability bonds.

Research

Disruption Decoded: Who Will Win in ASEAN e-Payments?

Sep 5, 2018

Cash is still king in Southeast Asia, but the region is poised to embrace e-payments—with broad implications for the region's economies and around the world.

Research

Why Trade Tariffs Could Rattle the Global Supply Chain

Aug 22, 2018

The importance of global value chains means that import tariffs will have significant implications beyond the U.S. and China. A look at the regions and sectors most affected.

Institute for Sustainable Investing

Protecting Real Assets Amid Climate Extremes

Sep 11, 2018

Climate change poses growing challenges for investors in real assets. What’s the key to building resilience into real-asset investments?

Wealth Management

The Case for Industrials

Aug 16, 2018

Concern about trade tensions has hurt industrial stocks. But that risk may now be largely priced in.

Research

Could Green Hydrogen Fuel a Reduced-Carbon World?

Aug 17, 2018

Green hydrogen could revolutionize energy production, helping utilities run more flexible power grids while reducing fossil fuel emissions.

Research

Millennials Pressure Tightening Housing Supply

Aug 7, 2018

Millennials forming households will create robust demand for both single family homes and apartments. Why inadequate supply over the long term may bode well for apartment REITs.

Wealth Management

Investing in the New Leisure Economy

Jul 20, 2018

Technology is changing the nature of entertainment and leisure activities, creating new opportunities for investors.

Access & Opportunity Podcast

Calling the Play Where Everyone Wins

Aug 7, 2018

Kevin Warren, COO of the Minnesota Vikings, talks to Carla Harris about how building a new stadium revitalized the team organization and the community around it.

Research

The Heart of the Second Machine Age

Jul 31, 2018

The worlds of technology and manufacturing are converging, creating a virtuous cycle that could drive IT spending and lead to productivity savings equal to 5% of global GDP.