Ideas | Morgan Stanley

Value Stocks Have Their Moment

Sep 16, 2019

On today’s podcast, Chief Investment Officer Mike Wilson dives into last week’s historic reversal between value and growth stocks. Can the value rally last?

Institute for Sustainable Investing

Interest in Sustainable Investing Continues to Grow

Sep 12, 2019

More than ever, investors are focused on environmental and social issues and that’s reflected by a growing interest in sustainable investing.

Thoughts on the Market

Which Way is U.S. Spending Trending?

Sep 17, 2019

Which sectors should investors watch as Millennials and Gen Z take the reins as the top consumer spending cohorts in the U.S.? Equity analyst Lauren Cassel provides analysis.

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.

Ideas

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.

Thoughts on the Market

Is There a Downside to Cutting Interest Rates?

Sep 13, 2019

Chief Cross-Asset Strategist Andrew Sheets asks the timely question, “If lower interest rates stimulate growth, why wouldn’t central banks lower them?”

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.

Inclusive Innovation & Opportunity

Going 4 for 4: 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.

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.

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.

Innovation LAb

5 Branding Tips to Turbocharge Your Startup

Jul 26, 2019

Success can depend as much on branding and savvy storytelling that wins over a loyal customer audience as it does on technology, products or services.

Access & Opportunity Podcast

Seeding Equity

Jul 24, 2019

Carla Harris talks with founder and Managing Partner at Precursor Ventures, Charles Hudson, a seed-stage investor bringing an institutional perspective to startups in their early development.

Access & Opportunity Podcast

Funding Pioneers

Jul 17, 2019

Carla Harris talks with JoAnn Price, co-founder of Fairview Capital, one of the largest black-owned private equity firms in America, working to connect institutional investors with multicultural and women-led funds.

Investment Management

Correction Ahead? Why That May Be Good News for Investors

Jul 24, 2019

With volatility at low levels this rally, investors shouldn't be surprised by a summer selloff. Yet, the longer-term outlook for equities is still positive.

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.

Get Ready for the U.S. “Youth Boom”

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

How a 'Youth Boom' Could Shake Up Spending Trends

Millennials Pressure Tightening Housing Supply

For Millennials It's Not Just the Money that Counts

Sustainable Investing's Competitive Advantages

Creating a Sustainable Workforce: The Impact of Diversity

Value Stocks Have Their Moment

Interest in Sustainable Investing Continues to Grow

Which Way is U.S. Spending Trending?

Liquefied Natural Gas Gets Ready for Global Export

Biopharma, Climate Change and the Rise of Infectious Disease

Is There a Downside to Cutting Interest Rates?

Market Outlook: 4 Key Questions Answered

Going 4 for 4: Key Reflections on Senior Multicultural Leadership

In Search of a Late-Cycle Buffer

The Second Machine Age Hits the Tipping Point

Impacting Venture

K-Food Popularity Launches a Seoul Food Revolution

A Powerful New Tool Provides Insights to Sustainable Investors

5 Branding Tips to Turbocharge Your Startup

Seeding Equity

Funding Pioneers

Correction Ahead? Why That May Be Good News for Investors

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

Explore more Ideas