Ideas | Morgan Stanley

An Underappreciated Turnaround Story?

Jan 14, 2020

Jonathan Garner, Chief Asia and Emerging Markets equity strategist shares a look at what is likely the most interesting—and overlooked—turnaround story in global equity markets.

Investment Management

Bondholders to Companies: Let’s Talk About Climate Change

Jan 15, 2020

Creditors are newly empowered to press for action and financial disclosures on climate change from companies in which they hold debt.

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.

Thoughts on the Market

The Other Concern for U.S. Trade

Jan 15, 2020

Although negotiations are progressing for U.S-China trade, investors shouldn’t overlook possible tensions with another key trading region: The EU.

Sales and Trading

Sustainability Bonds Focus on a More Livable Future

Jan 17, 2020

State and local governments are turning to the capital markets to fund projects that address their biggest challenges, such as climate change adaptation, affordable housing and homelessness.

Thoughts on the Market

The Other Type of Income Inequality

Jan 13, 2020

Rising labor, regulatory and cyber security costs are weighing heavily on many small caps. Is corporate income inequality as urgent an issue as individual inequality?

Institute for Sustainable Investing

Discover the Sustainable Investing Summit

Jan 13, 2020

Explore Morgan Stanley’s Sustainable Investing Summit, which gathered industry leaders to share ideas and insights about innovations in sustainable finance.

Research

A Green Revolution for Global Chemicals

Jan 9, 2020

Oil and natural gas have dominated chemicals manufacturing for decades. But as the world goes green, chemicals are returning to their bio-based roots.

Access & Opportunity Podcast

An Innovator's Exit

Dec 19, 2019

Henrique Dubugras, co-founder of Brex, on the challenges of selling his previous companies and why young entrepreneurs sell.

Investment Management

The ESG Advantage in Long-Term Investing

Dec 16, 2019

Investing in companies that lead in environmental, social and governance best practices is no longer niche—it’s one of the strongest ways to help ensure long-term, sustainable returns.

Institute for Sustainable Investing

Climate Change as an Investment Megatrend

Dec 18, 2019

How investors, companies and regulators are recognizing climate change risks more than ever before.

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.

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.

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.

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.

Research

Tech, Media and Telecom 2019: From Information Age to Innovation Age

Morgan Stanley's analysts talk tech transformation and innovation as 5G, streaming media and artificial intelligence reinvent industries worldwide.

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9 articles

What's Ahead for Tech, Media and Telecom in 2020?

European Telcos Build for Speed

EU Media Faces the Great Restructuring

The Second Machine Age Hits the Tipping Point

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Innovation LAb

Growing, Learning, Connecting

Nov 19, 2019

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

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.

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.

Institute for Sustainable Investing

Reimagining the Plastics Economy

Nov 21, 2019

With environmental concerns more important than ever, consumers—and investors—are supporting companies on the right side of plastic waste.

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.

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.

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.

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

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.

Access & Opportunity Podcast

Writing Your Own Exit Story

Oct 3, 2019

Lisa Price, founder of beauty brand Carol's Daughter, talks about her journey from home business to selling her company to L'Oreal—and the reactions to that sale.

Wealth Management

Rational Investing in an Age of Uncertainty

Sep 13, 2019

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

2020 Global Macro Outlook: Calmer Waters Ahead

An Underappreciated Turnaround Story?

Bondholders to Companies: Let’s Talk About Climate Change

Investing in 2020: A Year to Be Selective

The Other Concern for U.S. Trade

Sustainability Bonds Focus on a More Livable Future

The Other Type of Income Inequality

Discover the Sustainable Investing Summit

A Green Revolution for Global Chemicals

An Innovator's Exit

The ESG Advantage in Long-Term Investing

Climate Change as an Investment Megatrend

Confessions of an Early Exit

China’s Coming Supercities Boom

Focus on Finding Alpha Through Sustainability

Decarbonization: The Race to Zero Emissions

Tech, Media and Telecom 2019: From Information Age to Innovation Age

Growing, Learning, Connecting

Direct Listings: What to Know, From a Banker

Transitioning LIBOR: What It Means for Investors

Reimagining the Plastics Economy

A Landmark Exit: Bob Johnson and BET

Beyond the VC Funding Gap

China’s Demand for Beauty Products More Than Skin Deep

The Shift Toward Consumer Driven Energy

Rise of the SHEconomy

Writing Your Own Exit Story

Rational Investing in an Age of Uncertainty

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