Ideas | Morgan Stanley

Correction? What Correction?

Feb 10, 2020

The recent, relatively small, overall market correction masks more significant shifts between asset classes. Chief Investment Officer Mike Wilson shares implications for our understanding of market optimism.

Wealth Management

Why Cyclical Stocks Are Worth Considering Now

Feb 10, 2020

Sectors tied to an economic recovery, such as industrials, energy and financials, may be underpriced as investors ignore the potential for global reflation.

Research

Are European Stocks Really That Cheap?

Feb 14, 2020

European stocks still look cheap relative to their global peers, but bargain hunters shouldn't simply buy the benchmark. Here's how to size up Euro stocks.

Investment Banking

M&A in 2020: Four Trends to Watch

Feb 10, 2020

Could deal-making log another record run? Morgan Stanley bankers scout the road ahead for potential speed bumps and straightaways that could set the pace for M&A this year.

Research

Global Growth: Delayed, Not Derailed

Feb 4, 2020

The coronavirus outbreak could pressure global growth near-term, but easing policy and trade tensions still suggest a recovery path.

Thoughts on the Market

Will Returns Be Front-Loaded in 2020?

Feb 14, 2020

Investors are faced with a number of uncertainties from public health concerns to trade to central bank policy. But as the year plays out, those uncertainties could actually grow.

Wealth Management

Deficits and Debt Could Impact Markets

Jan 28, 2019

Investors need to prepare their portfolios for the impact of high deficits and debt levels on the economy and higher interest rates.

Research

7 Ideas That Could Add Alpha in 2020

Jan 24, 2020

Morgan Stanley Research takes a diverging view from the market consensus across dozens of areas, from secular themes to regional economic outlooks. Here are seven highlights for 2020.

Research

2020 Election Outlook: 4 Scenarios for Investors

Jan 24, 2020

Ahead of the U.S. vote in November, a look at four possible outcomes, resulting policies and likely reaction from markets across asset classes.

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.

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.

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.

Access & Opportunity Podcast

An Innovator's Exit

Dec 19, 2019

Henrique Dubugras, co-founder of Brex, on the challenges of selling his previous companies and why young entrepreneurs sell.

Investment Management

The ESG Advantage in Long-Term Investing

Dec 16, 2019

Investing in companies that lead in environmental, social and governance best practices is no longer niche—it’s one of the strongest ways to help ensure long-term, sustainable returns.

Institute for Sustainable Investing

Climate Change as an Investment Megatrend

Dec 18, 2019

How investors, companies and regulators are recognizing climate change risks more than ever before.

Jewel Burks Solomon at the mic in the recording studio.

Access & Opportunity Podcast

Confessions of an Early Exit

Dec 5, 2019

Jewel Burks Solomon, founder of Partpic, on the challenges of selling her company to Amazon and what others can learn from her experience.

Thoughts on the Market

Manufacturing Data Sends an Upbeat Signal

Dec 12, 2019

Trade tensions have put a damper on global manufacturing, but is the tide poised to turn after the first broad-based sentiment uptick in seven months?

Institute for Sustainable Investing

Focus on Finding Alpha Through Sustainability

Nov 26, 2019

The analysis of environmental, social and governance (ESG) issues is a key input in potential above market-rate returns, according to Morgan Stanley’s $507 billion global asset manager.

These five emerging technologies could curb carbon emissions, halt climate change and offer new ways to invest in earth’s future.

Research

Decarbonization: The Race to Zero Emissions

Nov 25, 2019

These five emerging technologies could curb carbon emissions, halt climate change and offer new ways to invest in earth’s future.

Research

Tech, Media and Telecom 2019: From Information Age to Innovation Age

Morgan Stanley's analysts talk tech transformation and innovation as 5G, streaming media and artificial intelligence reinvent industries worldwide.

See the ideas

9 articles

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

European Telcos Build for Speed

EU Media Faces the Great Restructuring

The Second Machine Age Hits the Tipping Point

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Innovation LAb

Growing, Learning, Connecting

Nov 19, 2019

Founders from our 2019 cohort reflect on the value of their time in the lab.

Global Capital Markets

Direct Listings: What to Know, From a Banker

Nov 21, 2019

Everything you need to know about direct listings, the IPO-alternative capturing the attention of tech startups, Silicon Valley and Wall Street.

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.

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.

Access & Opportunity Podcast

A Landmark Exit: Bob Johnson and BET

Nov 14, 2019

Bob Johnson, founder of BET, on the company’s sale to Viacom for almost $4B and the key skills of entrepreneurship.

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

China’s Demand for Beauty Products More Than Skin Deep

Oct 21, 2019

A new survey suggests an expansion of beauty routines, popularity on social media and rising incomes could position China as the driver of half of global beauty growth.

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.

Research

Rise of the SHEconomy

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.

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.

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?

Sustainability Bonds Focus on a More Livable Future

Correction? What Correction?

Why Cyclical Stocks Are Worth Considering Now

Are European Stocks Really That Cheap?

M&A in 2020: Four Trends to Watch

Global Growth: Delayed, Not Derailed

Will Returns Be Front-Loaded in 2020?

Deficits and Debt Could Impact Markets

7 Ideas That Could Add Alpha in 2020

2020 Election Outlook: 4 Scenarios for Investors

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

Bondholders to Companies: Let’s Talk About Climate Change

A Green Revolution for Global Chemicals

An Innovator's Exit

The ESG Advantage in Long-Term Investing

Climate Change as an Investment Megatrend

Confessions of an Early Exit

Manufacturing Data Sends an Upbeat Signal

Focus on Finding Alpha Through Sustainability

Decarbonization: The Race to Zero Emissions

Tech, Media and Telecom 2019: From Information Age to Innovation Age

Growing, Learning, Connecting

Direct Listings: What to Know, From a Banker

Transitioning LIBOR: What It Means for Investors

Reimagining the Plastics Economy

A Landmark Exit: Bob Johnson and BET

Beyond the VC Funding Gap

China’s Demand for Beauty Products More Than Skin Deep

The Shift Toward Consumer Driven Energy

Rise of the SHEconomy

Writing Your Own Exit Story

Rational Investing in an Age of Uncertainty

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