Ideas

U.S. Equities: Making Sense of the Sell-Off

Dec 10, 2018

With the S&P 500 testing lows for the year, should investors take advantage of the sell-off or get to the sidelines? Perspective from Chief Investment Officer Mike Wilson.

Investment Management

A Strategy Built for Challenging Markets

Dec 13, 2018

Amid increased volatility and broader market uncertainty, investors are looking for strategies with a track record for generating strong risk-adjusted returns.

Wealth Management

The Market Today vs. the Dot-Com Era

Dec 11, 2018

Stock market performance now has a lot in common with the late 1990s, but some important differences exist. What might that mean for future returns?

Investment Management

4 Challenges for Global Investors in 2019

Dec 14, 2018

Headwinds for the U.S. and China will have broad implications for global economies and asset prices in 2019. Will it be a hard, bumpy or soft landing from the highs of 2018?

Inclusive Innovation & Opportunity

The Trillion-Dollar Blind Spot

Dec 11, 2018

While the majority of investors perceive the funding landscape as balanced, their actual investments in multicultural and women-owned businesses are highly skewed. In our recent survey, we found by just how much.

Research

U.S. Holiday Retail Outlook—Both Naughty and Nice

Nov 21, 2018

Driven by strong consumer spending, wage growth and low unemployment, U.S. holiday sales could rise, but year-to-year comparisons may temper forecasts.

Wealth Management

Understanding Market Crosscurrents

Dec 10, 2018

Investor sentiment is veering between optimism and pessimism, creating extra volatility.

Access & Opportunity Podcast

Confessions of a Serial Entrepreneur

Nov 29, 2018

Access & Opportunity Podcast: Rose Wang sold a company at 27, is a Fortune ‘Most Powerful Women Entrepreneur’ and continues to disrupt D.C.’s I.T. industry.

Innovation LAb

Pitching Your Startup to Investors in Seven Minutes or Less

Dec 10, 2018

On Demo Day at the Multicultural Innovation Lab, women and multicultural entrepreneurs get the spotlight they deserve.

Research

The Fed Eyes the Pause Button

Nov 28, 2018

Although economic fundamentals are favorable, volatility continues to affect markets. Does the Fed’s latest rhetoric signal a near-term pause in rate hikes?

Investment Management

A Bump in the Road... or the End of the Road?

Nov 20, 2018

Bull market corrections follow a consistent pattern—a dip, rally, retest and recovery—and this period of volatility may be no different says Andrew Slimmon.

Research

Video Gaming's Epic Battle in the Cloud

Nov 19, 2018

The console gaming market is on the cusp of a transformation, both in how consumers play the games, and which businesses will be positioned to reap the rewards.

Research

Disruption Inc: Tech Innovation Gets to Work

Morgan Stanley's Tech, Media and Telecom conference talks transformation as innovations like 5G, digital factories and augmented reality reinvent industry and business models.

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4 articles

Tech Helps Manufacturing Birth Its Digital Twin

Hello, Europe? 5G Is On The Line

European Media’s Ever-Changing Storyline

Can the Promise of a Perfect Fit Disrupt Fashion?

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Research

Space: Investing in the Final Frontier

Nov 7, 2018

Will declining launch costs, advances in technology and growing public-sector interest position space exploration as the next trillion-dollar industry?

Wealth Management

How to Handle Volatility

Nov 14, 2018

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

Innovation LAb

Curating the Urban Music Scene

Nov 13, 2018

Shoobs is a ticketing site for discovering urban concerts and nightlife events.

Access & Opportunity Podcast

Becoming Self-Made

Nov 14, 2018

Media mogul and real-estate powerhouse, Nely Galan, shares how she became the first Latina president of Telemundo and a successful entrepreneur.

Research

Could Bioplastics Be a Material Change for Plastic Waste?

Nov 6, 2018

Bio-based and biodegradable plastics could turn the tide on petrochemical-based single-use plastics that litter oceans and landfills.

Access & Opportunity Podcast

Re-envisioning Urban Real Estate

Oct 30, 2018

Real-estate veteran Neville Rhone shares his journey from corporate executive to entrepreneur in search of development projects that benefit communities.

Research

Luxury Brands Master the Art of Growth

Oct 17, 2018

How have leading luxury companies posted double-digit annual sales growth without losing cachet and desirability? A look behind the velvet rope.

Investment Management

Investing in the Fintech-Enabled Lending Boom

Oct 19, 2018

Born out of peer-to-peer lending, online alternative lending has gone mainstream, presenting new opportunities for small businesses, consumers and investors.

Investment Management

Measuring Impact, By the Numbers

Oct 2, 2018

How can straight-forward measures help investors quantify the impact that their portfolio has on the environment, society, and corporate governance?

Global Capital Markets

Ten Years In, Green Bond Market Is Poised for Growth

Sep 25, 2018

Among both issuers and investors, demand for climate-friendly bonds continues to rise.

Investment Management

Fixed Income: Is It Time to Get Pro Active?

Oct 3, 2018

Investment Management’s Jim Caron says a seismic shift is underway in fixed income. How should investors rethink their approach?

Research

The Tide Finally Turns on Wage Growth

Sep 26, 2018

Some good news on wage growth has finally arrived. Global Head of Economics, Chetan Ahya, examines how it could affect global growth, inflation and corporate bottom lines.

Ideas

The New Climate Reality

Extreme weather events are the new normal, a growing risk that businesses and investors are learning to manage. At the same time, they are meeting the challenge with creative market solutions that have long-term impact.

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16 articles

A New Threshold for Sustainable Finance

Building a Green Portfolio

Jessica Alsford on Climate Change and ESG

More Asset Owners Embrace Sustainability

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Research

Why the Euro Area Could Surprise Markets

Sep 12, 2018

Could fiscal integration for the euro area drive a rally in risk assets and a stronger euro over the long term? Markets could be underestimating the possibility.

Innovation LAb

Momentum Builds in the Multicultural Innovation Lab

Sep 18, 2018

The startups are picking up the pace midway through the 2018 cohort's time at the Multicultural Innovation Lab.

Investment Banking

Capital Creates Coffee That Sustains

Sep 21, 2018

Morgan Stanley helped Starbucks work toward its goal of making coffee the world’s first sustainable agricultural product, by underwriting a pair of groundbreaking sustainability bonds.

Research

Disruption Decoded: Who Will Win in ASEAN e-Payments?

Sep 5, 2018

Cash is still king in Southeast Asia, but the region is poised to embrace e-payments—with broad implications for the region's economies and around the world.

Research

Why Trade Tariffs Could Rattle the Global Supply Chain

Aug 22, 2018

The importance of global value chains means that import tariffs will have significant implications beyond the U.S. and China. A look at the regions and sectors most affected.

Institute for Sustainable Investing

Protecting Real Assets Amid Climate Extremes

Sep 11, 2018

Climate change poses growing challenges for investors in real assets. What’s the key to building resilience into real-asset investments?

Wealth Management

The Case for Industrials

Aug 16, 2018

Concern about trade tensions has hurt industrial stocks. But that risk may now be largely priced in.

Research

Could Green Hydrogen Fuel a Reduced-Carbon World?

Aug 17, 2018

Green hydrogen could revolutionize energy production, helping utilities run more flexible power grids while reducing fossil fuel emissions.

Research

Millennials Pressure Tightening Housing Supply

Aug 7, 2018

Millennials forming households will create robust demand for both single family homes and apartments. Why inadequate supply over the long term may bode well for apartment REITs.

Wealth Management

Investing in the New Leisure Economy

Jul 20, 2018

Technology is changing the nature of entertainment and leisure activities, creating new opportunities for investors.

Access & Opportunity Podcast

Calling the Play Where Everyone Wins

Aug 7, 2018

Kevin Warren, COO of the Minnesota Vikings, talks to Carla Harris about how building a new stadium revitalized the team organization and the community around it.

Research

The Heart of the Second Machine Age

Jul 31, 2018

The worlds of technology and manufacturing are converging, creating a virtuous cycle that could drive IT spending and lead to productivity savings equal to 5% of global GDP.