Ideas | Morgan Stanley

How Will the “Phase One” Trade Deal Impact Earnings?

Oct 14, 2019

On this episode, Chief Investment Officer Mike Wilson says the U.S.-China trade deal is a step in the right direction, but the real story is still the corporate profits outlook.

Research

The New 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.

Thoughts on the Market

Is the Dollar Losing Its Safe Haven Status?

Oct 11, 2019

Chief Cross-Asset Strategist Andrew Sheets explains how three of the dollar’s most attractive qualities could be shifting right before our eyes.

Access & Opportunity Podcast

Writing Your Own Exit Story

Oct 3, 2019

Lisa Price, founder of Carol's Daughter, speaks about selling her company to L'Oreal.

Ideas

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.

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.

Wealth Management

One Step Closer to Recession

Oct 7, 2019

As U.S. economic fundamentals weaken and uncertainty rises, cracks in the case for market resilience are starting to appear.

Research

Rise of the She-Conomy

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.

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?

Thoughts on the Market

U.S. Housing Faces a Generational Turning Point

Oct 1, 2019

Equity Analyst Richard Hill examines the coming seismic shift for investors as Baby Boomers pass the housing baton to Millennials and Generation Z.

Ideas

Get Ready for the U.S. “Youth Boom”

As Gen Z joins Gen Y in the workforce, their combined impact could deliver a sizable jolt to U.S. GDP, consumption, wages, and housing. The result: a bullish outlook for the U.S. economy, businesses and markets.

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9 articles

Millennials, Gen Z and the Youth Boom Economy

Is U.S. Housing Headed for a Major Renovation?

From Baby Boom to Youth Boom

How Millennials and Gen Z Could Reinvent Banking

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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.

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.

Wealth Management

How to Handle Volatility

Sep 18, 2019

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

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.

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.

Wealth Management

Coping with Rising Economic Uncertainty

Sep 4, 2019

As geopolitical and policy uncertainty pick up, it can be tempting to react, but doing nothing may be the best course of action for now.

Inclusive Innovation & Opportunity

Key Reflections on Senior Multicultural Leadership

Aug 9, 2019

Vice Chairwoman Carla Harris shares her takeaways from this year’s gathering of hundreds of diverse entrepreneurs, executives and trailblazers.

Wealth Management

Market Outlook: 4 Key Questions Answered

Aug 26, 2019

Wondering why you may not want to sell stocks, even though risk of recession is rising? Read on.

Research

The Second Machine Age Hits the Tipping Point

Aug 5, 2019

The pace of technological change in AI, robotics and industrial software is breathtaking but still tricky to navigate. A look at how investors can play this rapidly developing theme.

Access & Opportunity Podcast

Impacting Venture

Jul 31, 2019

Freada Kapor Klein, of Kapor Capital, talks with Carla Harris about her firm's successes in closing the gap in today's venture funding landscape while also creating opportunities for underserved communities.

Research

K-Food Popularity Launches a Seoul Food Revolution

Jul 31, 2019

Interest in South Korean culture is on the rise as consumers embrace everything from TV shows to K-pop. Now, Korean food could be poised to join the list.

Institute for Sustainable Investing

A Powerful New Tool Provides Insights to Sustainable Investors

Jul 29, 2019

How can investors gain insight into the impact of their investment portfolios? Our Morgan Stanley Impact Quotient tool distills complex data and tailors analysis to you.

Ideas Podcast

Fishing for Data in a Sea of Stars

Jul 12, 2019

New access to satellite data is revolutionizing our approach to myriad environmental, social and economic problems back on earth.

Ideas

Does Earth's Future Depend on Space?

Jul 12, 2019

How satellite technology and space exploration could be the key to addressing climate change—and could be central to sustainable investing in the coming years.

Investment Management

Sharpening an Innovative Edge in Private Equity

Jul 3, 2019

Private equity investing has evolved beyond the days of buy low and sell high. Now the focus is on transforming portfolio companies into category-leading platforms.

Global Capital Markets

Charting Corporate Leadership in Uncertain Times

Jul 9, 2019

Is ESG relevant to managing long-term corporate performance, in light of today's key risks?

Research

Is It the End of the Line for Globalization?

Jun 26, 2019

Globalization has been a dominant investment theme for decades. Now, several trends are making global trade less advantageous and, in some cases, less feasible.

Ideas Podcast

The Future of Retail

Jun 26, 2019

In this episode, we head to Tokyo to visit Japan’s largest online clothing retailer and poke around a 115 year old stationery store that’s going international.

Research

New Stack Software Cracks the Code on Enterprise

Jun 17, 2019

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

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).

Ideas Podcast

The Co-living Future

Jun 4, 2019

In this episode we visit the world’s largest co-living facility, and some smaller ones, to understand the ways shared housing may fit into everyone’s future.

Research

The Secrets of Retail Revenue Winners in 2019

May 29, 2019

Morgan Stanley studied more 90 retailers to find the hallmarks of outperformance. Four factors were the key to success.