Ideas | Morgan Stanley

Optimism for Credit Markets

Apr 3, 2020

Even as economic and public health data get worse, recent changes in three key factors make global credit markets an attractive option. Our Chief Cross-Asset Strategist, Andrew Sheets, explains.

Wealth Management

A Disciplined Approach to Investing During a Recession

Mar 30, 2020

This downturn is different from others in our lifetimes, but making investing decisions based on informed forecasts for the economy and earnings should still work well.

Thoughts on the Market

U.S. Equities: Is the Worst Behind Us?

Mar 30, 2020

Although economic and earnings data could be gloomy over the next month, have equity markets already discounted the bad news? Detailed analysis from Chief Investment Officer Mike Wilson.

Investment Banking

Rise of the Tech Super Platforms

Mar 18, 2020

Tech, media and telecom companies are vying for larger slices of the digitalization pie—becoming bigger multiline platforms than ever before.

Research

Coronavirus: Recession, Response, Recovery

Mar 25, 2020

Falling demand and disrupted supply chains will trigger a global economic recession. However, strong monetary and fiscal policy responses under way could set the stage for a second-half rebound.

Thoughts on the Market

Can $2 Trillion Flatten the Unemployment Curve?

Mar 26, 2020

As a record 3.28 million workers file for unemployment, our Chief U.S. Economist and Chief U.S. Public Policy researcher weigh potential effects from the fiscal package now before Congress.

Research

How Much Downside Is Left for U.S. Equities?

Mar 18, 2020

The coronavirus pandemic and oil-price shocks have accelerated the move lower for U.S. equities. Longer-term investors may want to consider adding to equity risk.

Institute for Sustainable Investing

Sustainable Investing Challenge: A Decade of Driving Financial Innovation

Mar 10, 2020

Here are the 12 team finalists in this year's Kellogg-Morgan Stanley Sustainable Investing Challenge.

Thoughts on the Market

What Does the CARES Act Buy?

Apr 1, 2020

The $2 trillion CARES Act includes a variety of provisions that will help preserve the financial health of state and local governments, hospitals and airports. Here’s what’s inside.

Research

Taming the Wild Precincts of Global E-Commerce

Feb 28, 2020

The proliferation of counterfeits and fake information on giant online retail platforms could drive a $20 billion addressable market in vendor verification.

Research

5G Towers Send Strong Signals to Investors

Mar 2, 2020

Buy the towercos, instead of the telecoms? Growing mobile demand and rollouts of 5G could make the business models of independent tower companies an attractive draw.

Wealth Management

The Surprising Strength of the U.S. Consumer

Feb 19, 2020

With interest rates low, housing markets rebounding and gas prices falling, robust U.S. consumer spending is helping drive stock market gains. Will it last?

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.

Wealth Management

Could Investing in Gold Add a New Dimension to Your Portfolio?

Jan 27, 2020

While gold isn’t a strategic asset class, there are tactical reasons to consider adding it now. See three ways to go about it.

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.

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.

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.

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.

Research

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

Nov 15, 2019

What will be the biggest Tech, Media and Telecom trends in 2020? Morgan Stanley's analysts and TMT Barcelona conference attendees share key debates and topics for the year ahead.

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.

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

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.

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.

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.

Tech, Media & Telecom 2020: The Edge of Acceleration

Media 2020: Searching for Life Beyond the Bundle

Can Food Delivery Apps Deliver Profits for Investors?

Will 5G Supercharge Smartphone Sales?

Taming the Wild Precincts of Global E-Commerce

5G Towers Send Strong Signals to Investors

Big Tech’s Big Role Driving EV Adoption

Big Tech’s Big Role Driving EV Adoption

The Second Machine Age Hits the Tipping Point

Optimism for Credit Markets

A Disciplined Approach to Investing During a Recession

U.S. Equities: Is the Worst Behind Us?

Rise of the Tech Super Platforms

Coronavirus: Recession, Response, Recovery

Can $2 Trillion Flatten the Unemployment Curve?

How Much Downside Is Left for U.S. Equities?

Sustainable Investing Challenge: A Decade of Driving Financial Innovation

What Does the CARES Act Buy?

Taming the Wild Precincts of Global E-Commerce

5G Towers Send Strong Signals to Investors

The Surprising Strength of the U.S. Consumer

2020 Election Outlook: 4 Scenarios for Investors

Could Investing in Gold Add a New Dimension to Your Portfolio?

Bondholders to Companies: Let’s Talk About Climate Change

A Green Revolution for Global Chemicals

Sustainability Bonds Focus on a More Livable Future

An Innovator's Exit

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

Decarbonization: The Race to Zero Emissions

Focus on Finding Alpha Through Sustainability

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

The Shift Toward Consumer Driven Energy

Writing Your Own Exit Story

Rise of the SHEconomy

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