Ideas

Is This the Future of Enterprise Software?

Jun 17, 2019

Rapid changes in the digital era have put software development on the C-suite radar. Why “New Stack” could be the key to unlocking business productivity—and investor interest—in the years ahead.

Wealth Management

Don’t Chase the Bad News Bulls

Jun 17, 2019

Markets are rising as investors interpret weak U.S. economic data as the odds for a Fed rate cut.

Thoughts on the Market

How Confident Are U.S. Businesses in the Economy?

Jun 17, 2019

On today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?

Research

2019 Midyear Strategy Outlook for Investors

Jun 5, 2019

What worked for investors in the first half of the year may not pan out in the second. Here are five key midyear forecasts for global assets.

Research

Midyear Global Macro Outlook: All Eyes on Trade

Jun 10, 2019

Why continued trade tensions could alter the narrative for the second half of 2019. Without progress on trade, global growth faces headwinds.

Thoughts on the Market

The Dangers of Cheering for Weaker Data

Jun 14, 2019

Chief Cross-asset Strategist Andrew Sheets provides a bit of historical perspective on the logic of rooting for weaker data and lower interest rates.

Wealth Management

3 Reasons to Worry About Recession

Jun 3, 2019

Two months ago, it seemed premature for investors to worry much about recession. Now concern is warranted.

Institute for Sustainable Investing

Harnessing Citizen Science in the Battle Against Plastic Waste

May 22, 2019

Jenna Jambeck, a researcher dedicated to reducing global plastic waste, offers ideas on how we all can help (and, yes, there’s an app for that).

Research

The Secrets of Retail Revenue Winners in 2019

May 29, 2019

Morgan Stanley’s U.S. Consumer Retail team studied more than 90 retailers to find the hallmarks of outperformance amid growing margin pressure. Four factors were key to top-line success.

Ideas Podcast

Inventing Flavors: A Taste of the Future

May 14, 2019

In this episode, we head to upstate New York and Portland, Oregon, to sample some of the flavors competing for the future of our palettes, and our wallets.

Wealth Management

A Wake-Up Call for Global Risk

May 13, 2019

With trade tension and other geopolitical risks on the rise, investors should prepare for a spike in volatility.

Innovation LAb

Dynamic Acceleration & Innovation

May 13, 2019

Meet the 10 startups taking up residence in our Multicultural Innovation Lab for an intensive program aimed at moving their companies and ideas to the next level.

Research

Is the Mighty Dollar Losing Its Smile?

May 3, 2019

After years of strength, the U.S. dollar could decline by as much as 8% vs. other major reserve currencies by the end of 2020. Why that could be good news for other asset classes.

Sales and Trading

Using Green Bonds to Turn Garbage into Jet Fuel

Apr 24, 2019

A creative tax-exempt municipal bond deal will enable Fulcrum BioEnergy to deliver cheaper alternative energy while reducing landfill waste.

Ideas Podcast

The Bioplastic Future

Apr 22, 2019

In this episode, we head to Southampton, England, where the future of plastics is being invented… from potatoes.

Wealth Management

How to Choose a Sustainable Fund

Apr 25, 2019

Identifying sustainable investments that are truly focused on environmental and social goals can be harder than you might expect. Here’s how to go about it.

Investment Management

Three Climate Tipping Points Shaping Markets

Apr 10, 2019

Investment Management’s Andrew Harmstone says that as we move closer to a climate change tipping point, three other tipping points could help tilt the scales.

Investment Banking

What’s Behind Japan’s Record-Breaking M&A Boom

Apr 4, 2019

Long-term demographic and economic shifts are propelling deals in Japan, a trend likely to continue.

Ideas Podcast

Darting Into the Future

Apr 8, 2019

In the second episode of our new season, we head to Dar es Salaam, Tanzania, where the future of transportation is already in motion.

Institute for Sustainable Investing

Carbon Yield Fund Wins 2019 Sustainable Investing Challenge

Apr 12, 2019

The winning proposal from Northwestern University students would help farmers generate new revenue from carbon credits and more easily access organic markets.

Research

The Race for Growth: Global Financials Face Transition

Global financials are at an inflection point amid changing conditions in China, M&A activity, technology and shifting consumer habits.

See the ideas

4 articles

Financials Search for Growth in an Age of Disruption

Global Asset Managers Chart a Course for China

A New Age of U.S. Bank Mergers Ahead?

Is Credit Risk Lurking for Euro Banks?

See the ideas

Research

China Looks Abroad for Capital

Mar 13, 2019

China is on the verge of its first current-account deficit in a quarter-century—which could present opportunities for foreign investors to step into the breach.

Investment Management

Making Sense of Mixed Market Signals

Mar 20, 2019

Investment Management’s Andrew Slimmon says in hindsight, 2018 wasn't the end of the bull market. Although this year could be a bumpy ride, when the dust settles it could end on a high note.

Research

For Investors, Could 5G Stream Higher Share Prices?

Feb 25, 2019

Wireless providers will spend big to deploy 5G, but they also stand to gain new markets, revive pricing power and reap rewards that should excite global investors.

Research

Could AI Transform Healthcare?

Feb 26, 2019

Why MedTech’s adoption of artificial intelligence could deliver increased productivity, lower costs and improved patient outcomes in the coming years.

Research

The Data Decade Pivots to Software

Feb 25, 2019

Why data warehousing, analytics and software are taking center stage as companies harness a new era of artificial intelligence, automation and machine learning.

Investment Banking

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.

Research

Millennials, Gen Z and the Youth Boom Economy

Jan 25, 2019

As Gen Z joins Gen Y in the workforce, their combined impact could deliver a sizable jolt to U.S. consumption, wages, housing and overall GDP growth.

Accelerated Dynamism: Multicultural Innovation Lab 2019 Cohort

Is This the Future of Enterprise Software?

Don’t Chase the Bad News Bulls

How Confident Are U.S. Businesses in the Economy?

2019 Midyear Strategy Outlook for Investors

Midyear Global Macro Outlook: All Eyes on Trade

The Dangers of Cheering for Weaker Data

3 Reasons to Worry About Recession

Harnessing Citizen Science in the Battle Against Plastic Waste

The Secrets of Retail Revenue Winners in 2019

Inventing Flavors: A Taste of the Future

A Wake-Up Call for Global Risk

Dynamic Acceleration & Innovation

Is the Mighty Dollar Losing Its Smile?

Using Green Bonds to Turn Garbage into Jet Fuel

The Bioplastic Future

How to Choose a Sustainable Fund

Three Climate Tipping Points Shaping Markets

What’s Behind Japan’s Record-Breaking M&A Boom

Darting Into the Future

Carbon Yield Fund Wins 2019 Sustainable Investing Challenge

The Race for Growth: Global Financials Face Transition

China Looks Abroad for Capital

Making Sense of Mixed Market Signals

For Investors, Could 5G Stream Higher Share Prices?

Could AI Transform Healthcare?

The Data Decade Pivots to Software

M&A in 2019: 6 Trends to Watch

Millennials, Gen Z and the Youth Boom Economy

Explore more Ideas