Ideas | Morgan Stanley

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.

Thoughts on the Market

The Power of Unified Government

Nov 13, 2019

On this episode, Head of U.S. Public Policy Michael Zezas says a potential boost to the U.S. economy has less to do with political parties than it does a unified policy vision.

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.

Thoughts on the Market

Will Markets See End-of-Year Holiday Cheer?

Nov 15, 2019

On this episode, Chief Cross-Asset Strategist Andrew Sheets analyzes the historical phenomenon of the “end-of-year equities rally.” Will 2019 follow suit?

Ideas

Sustainable Finance’s New Era

Oct 28, 2019

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

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.

Access & Opportunity Podcast

Timing Your Exit

Oct 31, 2019

Juanita Lott, founder of Bridgestream Inc., talks with Carla Harris about the company’s sale to Oracle and her unconventional path to tech entrepreneurship.

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

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.

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

Special Episode: Weighing a Global Growth Recovery

Nov 6, 2019

On this episode, special guest Chetan Ahya, the firm’s Chief Global Economist, says a global growth recovery could be possible in 2020… assuming two key forces align.

Research

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.

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.

The New Investor Response to Climate Change

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

Biopharma, Climate Change and the Rise of Infectious Disease

Big Tech’s Big Role Driving EV Adoption

A New Threshold for Sustainable Finance

Has the Environment Reached Peak Plastic?

How to Build a Green Portfolio

Protecting Real Assets Amid Climate Extremes

Measuring Impact, By the Numbers

Could Green Hydrogen Fuel a Reduced-Carbon World?

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

The Power of Unified Government

Assessing the Global Reflation Narrative

Will Markets See End-of-Year Holiday Cheer?

Sustainable Finance’s New Era

Transitioning LIBOR: What It Means for Investors

Timing Your Exit

Writing Your Own Exit Story

Big Tech’s Big Role Driving EV Adoption

Rise of the She-Conomy

Rational Investing in an Age of Uncertainty

Special Episode: Weighing a Global Growth Recovery

Get Ready for the U.S. “Youth Boom”

Biopharma, Climate Change and the Rise of Infectious Disease

Understanding Bank Preferreds

Fishing for Data in a Sea of Stars

Does Earth's Future Depend on Space?

Sharpening an Innovative Edge in Private Equity

Charting Corporate Leadership in Uncertain Times

Is It the End of the Line for Globalization?

The Future of Retail

New Stack Software Cracks the Code on Enterprise

Harnessing Citizen Science in the Battle Against Plastic Waste

The Co-living Future

The Secrets of Retail Revenue Winners in 2019

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