Ideas

Who Will Protect the Cloud?

May 17, 2018

Enterprises are increasingly shifting data to the public cloud, where network security alone won't suffice. For cybersecurity firms, is this new landscape a threat or an opportunity?

Access

Don’t Give Up on Emerging Markets

May 14, 2018

Even though investing in developing countries hasn’t paid off this year, there may well be upside ahead.

Wealth Management

Four Sectors for Dividend Growth

Apr 30, 2018

As interest rates rise and dividend-paying stocks stumble, opportunities have cropped up in sectors that hold promise for dividend growth ahead.

Research

Streaming Hits Right Notes for Music Industry

May 14, 2018

After 15 turbulent years, the industry may have found its digital savior thanks to new opportunities from smart speakers and connected cars.

Research

Has the Environment Reached Peak Plastic?

May 11, 2018

Plastic water bottles, bags and packaging are taking a toll on the environment, prompting consumers, governments and corporations to rethink plastic.

Research

Paving a Path to Better U.S. Roads and Bridges

May 3, 2018

Morgan Stanley Research explains why U.S. infrastructure funding could finally be a possibility, and looks at the investment opportunities in rebuilding America.

Research

What Happens When Big Oil Meets Big Data?

May 3, 2018

Digital technologies could hold the key for extracting more oil from existing fields more cost effectively, further improving Big Oil's outlook.

Research

Electric Vehicles Bring Disruption to the Pump

Apr 18, 2018

What happens to the iconic American gas station as consumers embrace electric vehicles? Big changes for gas stations, real estate, restaurants and more.

Sales and Trading

Financing New Foundations for Women in Science

Apr 27, 2018

Wellesley, with Morgan Stanley’s help, raised nearly $100 million through a munibond issue to help fund its new science center for women undergrads.

Institute for Sustainable Investing

Bond Markets Embrace Social & Environmental Impact

Apr 19, 2018

Forward-thinking companies are discovering how green, social and sustainable bonds can be a valuable tool to communicate with investors.

Research

Why Global Growth Could Maintain Cruising Altitude

Apr 10, 2018

The economic expansion may be aging but according to Morgan Stanley’s Co-Head of Economics, Chetan Ahya, the business cycle could still have room to run.

Research

A Spotter's Guide to Bull Corrections and Bear Markets

Apr 5, 2018

New Morgan Stanley research examines the common characteristics of bull market corrections and bear market turns to determine where equities are headed.

Research

Asian Financial Markets Prepare to Take Flight

Apr 9, 2018

Rising wealth, advancing technology and government reforms are leading to rapid development of financial markets in Asia—with widespread implications.

Research

What Will Corporate America Do With Tax Savings?

Mar 23, 2018

Morgan Stanley analyzed 400+ earnings transcripts to learn how companies will spend their tax savings. Are consensus expectations for earnings too high?

Wealth Management

Listening Closely to Markets

Mar 29, 2018

2018 is playing out as we expected, but we’re monitoring six market trends to stay on track.

Investment Management

Has the Global Economy Reached ‘Peak’ Peak?

Mar 15, 2018

In 2017, the global economy saw a confluence of synchronous growth, low inflation and low volatility. But five trends could make 2018 a very different environment.

Institute for Sustainable Investing

Sustainable Investing Challenge Expands its Global Footprint

Mar 12, 2018

This year’s 8th annual Sustainable Investing Challenge has attracted the most geographically dispersed slate of finalists yet.

Research

Inside China's Plan to Create a Modern Silk Road

Mar 14, 2018

The country's ambitious Belt and Road Initiative could enhance trade and financial connections between China and 65 countries across the globe. Who stands to benefit?

Wealth Management

Will Tax Cut Benefits Last?

Mar 12, 2018

Industries with high quality earnings and effective barriers to competition should see lasting gains. We highlight three.

Research

Transforming Banks Into Tech Companies

Mar 19, 2018

While consumer-facing tech holds great promise for banks, updates to behind-the-scenes infrastructure could be the key to cost savings and competitive advantage.

Research

The Case for Stronger Emerging Markets Growth in 2018

Feb 28, 2018

Global Co-Head of Economics and Chief Asia Economist, Chetan Ahya, shares four reasons not to underestimate EM growth this year.

Research

A Bullish View on Long-Term Bonds

Mar 1, 2018

With the 10-year Treasury yield recently hitting its highest point since 2013, the consensus is bearish on long-term bonds. Morgan Stanley strategists have a different take.

Ideas

TMT 2018: Adapting to the Shifting Shape of Disruption

Morgan Stanley's thought leaders share their insights on the latest industry trends covered at the recent Tech, Media & Telecom conference in San Francisco.

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5 articles

IT Hardware Gets a Second Life—and a Double Upgrade

The Future of Streaming Television: The Plot Thickens

Video Games Flip the Switch on Business Model

U.S. Wireless Providers Ready to Make the Call on 5G

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Research

4 Ideas That Could Add Alpha for Global Investors

Feb 14, 2018

What are the policies and trends shaping 2018? Morgan Stanley Research identifies four key debates where analyst views diverge from market consensus.

Investment Banking

5 M&A Trends Investors Should Watch in 2018

Feb 6, 2018

Morgan Stanley bankers share the key trends they’re monitoring that could shape markets and make 2018 another strong year for M&A activity.

Ideas Podcast

What Is the Value of Art?

Jan 26, 2018

Special Episode: We visit the Michelangelo: Divine Draftsman and Designer exhibition at The Met, and ask about the value of art, in all its aspects.

Investors, Get Ready for the Data Decade

Who Will Protect the Cloud?

Don’t Give Up on Emerging Markets

Four Sectors for Dividend Growth

Streaming Hits Right Notes for Music Industry

Has the Environment Reached Peak Plastic?

Paving a Path to Better U.S. Roads and Bridges

What Happens When Big Oil Meets Big Data?

Electric Vehicles Bring Disruption to the Pump

Financing New Foundations for Women in Science

Bond Markets Embrace Social & Environmental Impact

Why Global Growth Could Maintain Cruising Altitude

A Spotter's Guide to Bull Corrections and Bear Markets

Asian Financial Markets Prepare to Take Flight

What Will Corporate America Do With Tax Savings?

Listening Closely to Markets

Has the Global Economy Reached ‘Peak’ Peak?

Sustainable Investing Challenge Expands its Global Footprint

Inside China's Plan to Create a Modern Silk Road

Will Tax Cut Benefits Last?

Transforming Banks Into Tech Companies

The Case for Stronger Emerging Markets Growth in 2018

A Bullish View on Long-Term Bonds

TMT 2018: Adapting to the Shifting Shape of Disruption

4 Ideas That Could Add Alpha for Global Investors

5 M&A Trends Investors Should Watch in 2018

What Is the Value of Art?

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