Ideas | Morgan Stanley

Does COVID-19 Change the Investing Playbook?

May 29, 2020

Although the impact of the coronavirus on markets, economies and jobs is truly unprecedented, it doesn’t mean investing precedents don’t still apply.

Institute for Sustainable Investing

7 Insights from Asset Owners on the Rise of Sustainable Investing

May 28, 2020

Sustainable investing is gaining traction in record numbers, according to key findings from Morgan Stanley’s new survey of institutional investors.

Research

Banking on the Next Cycle

May 27, 2020

Although the banking industry was at the epicenter of the previous global recession, the coronavirus pandemic now positions the industry to play a vital role as a shock absorber for the economy.

Wealth Management

Looking for Upside Surprises

May 26, 2020

Even when economic or earnings results seem bad, stocks can still rise if the news is better than expected.

Sales and Trading

Reviving States, Cities and the Munibond Market Amid COVID-19

Apr 27, 2020

As the coronavirus pandemic disrupts the U.S. economy, some state and local governments are accessing much needed capital through the municipal bond market.

Research

Why COVID-19 Could Reshape the Future of Health Care

May 11, 2020

The pandemic reveals U.S. health-care system flaws and underscores benefits from innovation and streamlined regulation. See the 5 areas likely in focus for change.

Thoughts on the Market

Lessons and Limits of China’s Recovery

May 14, 2020

What China’s rebound from COVID-19 can—and can’t—tell us about the path, speed and pitfalls of economic reopening in other countries and markets.

Research

After the Coronavirus Peak, What’s Next?

Apr 15, 2020

As the growth in new cases of infection appears to be slowing in some hard-hit regions, what comes next? A look at what needs to happen before the world can “reopen.”

Institute for Sustainable Investing

Refugee ETF Wins 2020 Sustainable Investing Challenge

Apr 21, 2020

The team from NYU’s Stern School of Business and Wagner School of Public Service proposed a novel ETF designed to facilitate the economic integration of refugees.

Access & Opportunity Podcast

Pausing in a Pandemic to Put People First

Apr 24, 2020

Carla Harris checks in with James Rhee, CEO of clothing retailer Ashley Stewart, on how he’s managing—for himself and his employees, customers and portfolio companies—amid COVID-19.

Institute for Sustainable Investing

Uncharted Waters: A Ganges River Expedition to Study Plastic Waste

Apr 21, 2020

How scientists, communities in India and Bangladesh and one citizen science mobile app are helping mitigate plastic waste in the Ganges.

Research

The CARES Act: Support for an Economic Rebound

Apr 8, 2020

The CARES Act won’t cure all that ails the U.S. economy, but it can start the healing process. A look at some of the potential benefits for households, businesses and markets.

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

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.

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

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.

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.

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.

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.

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.

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 with Carla Harris

Does COVID-19 Change the Investing Playbook?

7 Insights from Asset Owners on the Rise of Sustainable Investing

Banking on the Next Cycle

Looking for Upside Surprises

Reviving States, Cities and the Munibond Market Amid COVID-19

Why COVID-19 Could Reshape the Future of Health Care

Lessons and Limits of China’s Recovery

After the Coronavirus Peak, What’s Next?

Refugee ETF Wins 2020 Sustainable Investing Challenge

Pausing in a Pandemic to Put People First

Uncharted Waters: A Ganges River Expedition to Study Plastic Waste

The CARES Act: Support for an Economic Rebound

Rise of the Tech Super Platforms

Taming the Wild Precincts of Global E-Commerce

5G Towers Send Strong Signals to Investors

Bondholders to Companies: Let’s Talk About Climate Change

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

Sustainability Bonds Focus on a More Livable Future

A Green Revolution for Global Chemicals

Reimagining the Plastics Economy

Transitioning LIBOR: What It Means for Investors

Beyond the VC Funding Gap

The Shift Toward Consumer Driven Energy

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