Ideas

Making Sense of Mixed Market Signals

Mar 20, 2019

Investment Management’s Andrew Slimmon says in hindsight, 2018 wasn't the end of the bull market. Although this year could be a bumpy ride, when the dust settles it could end on a high note.

Thoughts on the Market

Should Fed Moves Give Pause to Corp. Bond Investors?

Mar 22, 2019

On today’s TOTM, Chief Cross-Asset Strategist Andrew Sheets explains why conventional wisdom on Fed rate hike pauses and U.S. corporate bonds may prove faulty this cycle.

Research

A New Age of U.S. Bank Mergers Ahead?

Mar 19, 2019

Pending regulatory changes and demand for mobile banking make it easier—and more urgent—for midsize banks to partner up.

Research

China Looks Abroad for Capital

Mar 13, 2019

China is on the verge of its first current-account deficit in a quarter-century—which could present opportunities for foreign investors to step into the breach.

Research

For Investors, Could 5G Stream Higher Share Prices?

Feb 25, 2019

Wireless providers will spend big to deploy 5G, but they also stand to gain new markets, revive pricing power and reap rewards that should excite global investors.

Thoughts on the Market

U.S. Equities: Did the Fed Just Worry Investors?

Mar 21, 2019

On today’s TOTM, Chief Investment Officer Mike Wilson parses the Fed’s messaging on a rate hike pause. Will markets see this as a downbeat sign for growth and earnings?

Research

The Race for Growth: Global Financials Face Transition

Mar 19, 2018

Global financials are at an inflection point amid changing conditions in China, M&A activity, technology and shifting consumer habits.

Wealth Management

U.S. Market May Be Riskier than It Seems

Mar 11, 2019

Recent positives have been priced in, which may leave little upside the rest of the year without a boost in growth and earnings.

Wealth Management

Prepare for Interest Rate Shifts

Feb 25, 2019

Federal Reserve interest rate policy may lead to a rise in longer term rates. Here’s what that could mean for your portfolio.

Institute for Sustainable Investing

Asset Managers See Opportunity in Sustainable Investing

Feb 21, 2019

Sustainable investments have more than tripled since 2012. How has the asset management industry risen to meet demand?

Wealth Management

Risks and Opportunities of Climate Change

Feb 13, 2019

Climate change presents risks, but there are ways for investors to take part in positive change.

Research

Reduced Healthcare Costs Could Be a Click Away

Feb 4, 2019

U.S. healthcare costs have soared to 18% of GDP but the system is rife with waste. Could e-commerce bring patients better transparency on price and quality?

Wealth Management

Why China’s Markets Could Rebound

Feb 4, 2019

An upturn in China’s economy could improve the outlook for global growth and lift non-U.S. markets.

Research

Are Flying Cars Preparing for Takeoff?

Jan 23, 2019

Get ready, because autonomous urban aircraft may no longer be the stuff of comic books—instead, they could be a $1.5 trillion market by 2040.

Investment Management

4 Reasons for Investor Optimism in 2019

Jan 17, 2019

Investors shouldn't expect easy returns in 2019, but there are reasons to be optimistic, including economic growth, attractive valuations and inevitable swings in sentiment.

Wealth Management

2019 Roundtable: Finding Value Amid Volatility

Jan 14, 2019

What could markets have in store for 2019? Members of Morgan Stanley’s Global Investment Committee discuss.

Investment Banking

M&A in 2019: 6 Trends to Watch

Jan 18, 2019

After an exceptional year for mergers and acquisitions in 2018, Morgan Stanley bankers expect the market to stay strong, albeit with some shifting dynamics.

Research

Five Ideas That Could Add Alpha in 2019

Jan 11, 2019

From streaming media to China’s bond market, Morgan Stanley identified dozens of debates where the firm’s views diverge from market consensus. Here are five highlights.

Investment Management

European Equities 2019: Ugly Duckling or Beautiful Swan?

Jan 8, 2019

Although European equities fell out of favor with investors in 2018, Investment Management’s European Equities Team says there are reasons for optimism as we enter 2019.

Wealth Management

Recession Fears Seem Overblown

Jan 7, 2019

While economic and earnings growth may slow this year, they are unlikely to turn negative, despite what recent market volatility suggests.

Access & Opportunity Podcast

Transparency, Trust and Transformation

Dec 28, 2018

How James Rhee transformed Ashley Stewart from a neglected retailer into a thriving brand that supports a community of women.

Ideas

Turning Point Ahead: Global Markets Reverse Course in 2019

While most investors perceive the funding landscape as balanced, their actual investments in multicultural and women-owned businesses are highly skewed. See by just how much.

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9 articles

U.S. Equities: Did the Fed Just Worry Investors?

2019 Global Outlook: Turning Point Ahead

Could Emerging Markets Take the Lead in 2019?

Fixed Income: Is It Time to Get Pro Active?

See the ideas

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?

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?

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.

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.

Inclusive Innovation & Opportunity

The Trillion-Dollar Blind Spot

Dec 11, 2018

While most investors perceive the funding landscape as balanced, their actual investments in multicultural and women-owned businesses are highly skewed. See by just how much.

Access & Opportunity Podcast

Shaking up an Age-Old Industry

Dec 12, 2018

Carla Harris talks to Julia Collins of Zume Pizza, a robot-powered pizza delivery company.

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.

Tech, Media and Telecom 2019: Prepare for Acceleration

The Data Decade Pivots to Software

Streaming, Bundles and Ads: 3 Media Debates for 2019

Could AI Transform Healthcare?

Are Flying Cars Preparing for Takeoff?

[Article missing Headline]

Reduced Healthcare Costs Could Be a Click Away

Making Sense of Mixed Market Signals

Should Fed Moves Give Pause to Corp. Bond Investors?

A New Age of U.S. Bank Mergers Ahead?

China Looks Abroad for Capital

For Investors, Could 5G Stream Higher Share Prices?

U.S. Equities: Did the Fed Just Worry Investors?

The Race for Growth: Global Financials Face Transition

U.S. Market May Be Riskier than It Seems

Prepare for Interest Rate Shifts

Asset Managers See Opportunity in Sustainable Investing

Risks and Opportunities of Climate Change

Reduced Healthcare Costs Could Be a Click Away

Why China’s Markets Could Rebound

Are Flying Cars Preparing for Takeoff?

4 Reasons for Investor Optimism in 2019

2019 Roundtable: Finding Value Amid Volatility

M&A in 2019: 6 Trends to Watch

Five Ideas That Could Add Alpha in 2019

European Equities 2019: Ugly Duckling or Beautiful Swan?

Recession Fears Seem Overblown

Transparency, Trust and Transformation

Turning Point Ahead: Global Markets Reverse Course in 2019

4 Challenges for Global Investors in 2019

The Market Today vs. the Dot-Com Era

Pitching Your Startup to Investors in Seven Minutes or Less

A Strategy Built for Challenging Markets

The Trillion-Dollar Blind Spot

Shaking up an Age-Old Industry

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

Video Gaming's Epic Battle in the Cloud

Explore more Ideas