Ideas | Morgan Stanley

2020 Global Macro Outlook: Calmer Waters Ahead

Dec 13, 2019

Trade disputes disrupted global economic growth in 2019, but with tensions and monetary policy now easing, the global economy could be on a path to recovery.

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

2020 Playbook: Analyzing the Bull Case

Dec 13, 2019

In this special two part bull/bear series, Chief Cross-Asset Strategist Andrew Sheets shares insight on the catalysts that could drive strong market returns in 2020.

Thoughts on the Market

Manufacturing Data Sends an Upbeat Signal

Dec 12, 2019

Trade tensions have put a damper on global manufacturing, but is the tide poised to turn after the first broad-based sentiment uptick in seven months?

Global Capital Markets

Direct Listings: What to Know, From a Banker

Nov 21, 2019

Everything you need to know about direct listings, the IPO-alternative capturing the attention of tech startups, Silicon Valley and Wall Street.

Wealth Management

A Cautious Take on the Bull Market

Dec 10, 2019

Before adding broad exposure to the S&P 500, consider these risks to what may be an excessively optimistic outlook for U.S. equities.

Thoughts on the Market

U.S.-China Trade: What Happens in 2020?

Dec 11, 2019

Although some reports have suggested progress on a phase one deal, markets are still seeking a clear signal forward on trade—and that means tackling the more difficult phase two deal.

These five emerging technologies could curb carbon emissions, halt climate change and offer new ways to invest in earth’s future.

Research

Decarbonization: The Race to Zero Emissions

Nov 25, 2019

These five emerging technologies could curb carbon emissions, halt climate change and offer new ways to invest in earth’s future.

Institute for Sustainable Investing

Focus on Finding Alpha Through Sustainability

Nov 26, 2019

The analysis of environmental, social and governance (ESG) issues is a key input in potential above market-rate returns, according to Morgan Stanley’s $507 billion global asset manager.

Research

China’s Coming Supercities Boom

Dec 4, 2019

By 2030, China's five largest cities could be home to about 120 million people on average. Why urbanization offers a new gear for economic growth.

Jewel Burks Solomon at the mic in the recording studio.

Access & Opportunity Podcast

Confessions of an Early Exit

Dec 5, 2019

Jewel Burks Solomon, founder of Partpic, on the challenges of selling her company to Amazon and what others can learn from her experience.

Wealth Management

2020 Outlook: Strategies for Your Portfolio

Nov 18, 2019

This late in the business cycle, investors should emphasize actively-managed funds and income-producing securities with reasonable valuations.

Innovation LAb

Growing, Learning, Connecting

Nov 19, 2019

Founders from our 2019 cohort reflect on the value of their time in the lab.

Wealth Management

Assessing the Global Reflation Narrative

Nov 11, 2019

U.S. stocks are rising as investors assume that economic recovery is underway thanks to easy monetary policy and progress on trade. It may not be that simple.

Access & Opportunity Podcast

A Landmark Exit: Bob Johnson and BET

Nov 14, 2019

Bob Johnson, founder of BET, on the company’s sale to Viacom for almost $4B and the key skills of entrepreneurship.

Research

Transitioning LIBOR: What It Means for Investors

Oct 29, 2019

LIBOR is the world's most widely used benchmark for short-term rates, but its era of influence is slated to end by 2022. A look at the implications for asset classes and investors.

Wealth Management

A Closer Look at Alternative Investments

Oct 29, 2019

The era of private funds delivering double-digit returns may be ending. Other alternative strategies, some of which are available to a wider audience, may be better bets now.

Inclusive Innovation & Opportunity

Beyond the VC Funding Gap

Oct 23, 2019

Why venture capitalists are missing out on the opportunity to invest in diverse entrepreneurs, how it’s hurting their returns, and what to do about it.

Institute for Sustainable Investing

Sustainable Finance’s New Era

Oct 28, 2019

A new era of innovation in sustainable finance is transforming how companies and investors operate.

Research

China’s Demand for Beauty Products More Than Skin Deep

Oct 21, 2019

A new survey suggests an expansion of beauty routines, popularity on social media and rising incomes could position China as the driver of half of global beauty growth.

Access & Opportunity Podcast

Honing Your eXit Game

Oct 17, 2019

Dug Song of Duo Security talks with Carla Harris about the company’s sale to Cisco and his evolution as an entrepreneur.

Research

The Shift Toward Consumer-Driven Energy

Oct 7, 2019

More people around the world are considering new technologies to generate their own electricity. Why this new trend means disruption—and opportunity—for utilities.

Research

Big Tech’s Big Role Driving EV Adoption

Oct 2, 2019

Why big tech and ride-sharing firms may have an opportunity to drive electric vehicle adoption in the fight against carbon emissions and climate change.

Ideas

The New Investor Response to Climate Change

Climate change is as pressing as ever—from extreme weather, to water scarcity, to infectious disease. Investors are heeding urgent challenges with growing interest to fund solutions, while weighing their impact and returns.

See the ideas

12 articles

Six Climate Investing Myths Debunked

Blue Bonds: Sustainable Investing’s Next Wave

The Water Crisis and Industries at Risk

Three Climate Tipping Points Shaping Markets

See the ideas

Investment Management

More Room to Run in 2020?

Sep 23, 2019

Although many investors have become more tentative, they could be overlooking two big factors for 2020—improving earnings and a possible election year surge for the economy.

Wealth Management

Understanding Bank Preferreds

Sep 13, 2019

In the current low interest rate environment, many investors are turning to preferreds for income, but it’s important to understand their risks as well as their advantages.

Research

Rise of the SHEconomy

Sep 23, 2019

Media and social focus on gender diversity, the male-female wage gap and women's role in the workplace has rightly been a key topic in 2019. Corporates and investors are paying attention.

Research

Liquefied Natural Gas Gets Ready for Global Export

Sep 4, 2019

A wave of investment in liquefied natural gas (LNG) is creating a new global commodity market, and making waves in energy, infrastructure and beyond.

Technology

With FollowApp, Children in India Receive Vital Vaccinations

Sep 6, 2019

A Morgan Stanley technology team’s innovative project is making a difference for underprivileged families.

Investment Management

In Search of a Late-Cycle Buffer

Aug 16, 2019

With earnings under pressure, the aging bull market is showing signs of weakness. Fortunately, strategies exist for sustainable late-cycle returns.

Research

Biopharma, Climate Change and the Rise of Infectious Disease

Aug 28, 2019

Climate change and warming temperatures could mean increased exposure to infectious disease. Read about the biopharma industry’s growing role combating disease.