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2026 Outlooks

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Energy Markets Race to Solve the AI Power Bottleneck

Morgan Stanley Institute
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About Us
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- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan Stanley

Technology

Research

Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.

Insights

Research

Mega Themes Converge to Outperform Markets

Apr 16, 2026

Morgan Stanley’s four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and Societal Shifts—are beating benchmarks as their intersections accelerate market impact.

Research

AI and Jobs: Limited Disruption So Far

Apr 14, 2026

AI adoption is rising, but its impact on the labor market remains narrow, echoing past innovation cycles that ultimately expanded employment over time.

Research

Iran Conflict: Three Scenarios for Markets

Apr 7, 2026

Morgan Stanley Research outlines three potential scenarios for markets, depending on how quickly shipments through the Strait of Hormuz resume.

Research

A Bull Case for Latin America

Mar 31, 2026

Lower rates, pro-reform election outcomes and improving trade dynamics could support a more investment friendly environment.

Research

Europe’s Capital Markets Reforms and the Path Ahead

Mar 31, 2026

At Morgan Stanley’s European Financials Conference in London, bank executives shared perspectives on Europe’s capital markets agenda, reflecting on reform efforts and their implications for competitiveness.

Research

European Banks Navigate Risks and Resilience Amid Iran Conflict

Mar 26, 2026

Leaders from Europe’s largest banks outlined their outlook at Morgan Stanley’s European Financials Conference, highlighting resilience while monitoring risks tied to the Iran conflict.

Research

European Banks See No Systemic Risk in Private Credit Despite Concerns

Mar 19, 2026

Bank CEOs spoke at Morgan Stanley’s European Financials Conference about the recent pressure on the private credit market.

Research

Regulatory Reform Unlocks Value for Banks

Mar 18, 2026

Regulatory reform is unlocking excess capital at large cap banks—fueling lending, earnings growth and higher valuations.

Research

How Banks Can Benefit From AI

Mar 11, 2026

Despite investor concerns about job losses and disruption, AI investment is boosting banks through financing, deal activity and greater efficiency.

Research

Iran Tensions: What’s Next for Oil Supply and Equities

Mar 3, 2026

Investors are assessing geopolitical, economic and market risks stemming from the military strikes against Iran, the potential for broader escalation and leadership instability in Tehran.

Research

Will Consumers Go Shopping With Bigger Tax Refunds?

Feb 24, 2026

Larger 2026 tax refunds are poised to lift household finances, though consumer spending increases may be gradual.

Research

Global Markets Adjust to U.S. Tariff Reversal

Feb 24, 2026

A landmark ruling by the U.S. Supreme Court voids existing tariffs, prompting investors, companies and policymakers to reassess trade impacts.

Research

Private Companies Are Creating New Frontiers in Innovation

Feb 11, 2026

Morgan Stanley Research highlights five key areas where private companies are creating new markets and attracting investor attention.

Exceptional Leaders

Research

SAP: Steering Business into the AI Era

Feb 27, 2026

In this episode of Exceptional Leaders, European Software analyst Adam Wood sits down with Klein at SAP’s headquarters in Waldorf, Germany to discuss SAP’s cloud shift, its AI ambitions, and why human insight and collaboration still matter—even as intelligent agents become ubiquitous.

Research

Coca-Cola: Building Iconic Brands for Every Generation

Jan 29, 2026

The Coca-Cola Company CEO James Quincey shares how one of the world’s most recognizable brands continues to evolve - from redefining its culture to expanding globally.

Research

BeOne Medicines: Redefining Cancer Care

Jan 12, 2026

BeOne Medicines Co-Founder, Chairman and CEO John V. Oyler shares how the company is challenging the status quo in oncology, with a focus on affordability and access to benefit patients everywhere.

Research

Dick’s Sporting Goods: A New Arena for Retail

Nov 10, 2025

Dick’s Sporting Goods Executive Chairman Ed Stack shares how the company is transforming retail through immersive experiences, digital platforms like GameChanger, and a commitment to youth sports and culture.

Research

Singtel: Connecting Asia's Digital Future

Aug 25, 2025

Singtel Group CEO Yuen Kuan Moon talks about how the company is driving new growth through next-generation data centers and IT services to power Asia’s digital economy.

Research

P&G: A Blueprint for Indispensable Brands

Jul 24, 2025

Morgan Stanley Research sits down with Procter & Gamble CEO Jon Moeller to discuss how the company is reimagining its business model while continuing to develop some of the world’s most indispensable household products.

Research

Tufan Erginbilgiç: Leading Rolls-Royce's Bold Transformation

Mar 25, 2025

Morgan Stanley sits down with Rolls-Royce CEO Tufan Erginbilgiç to explore how he’s leading an iconic brand through a bold transformation—focusing on innovation, mindset shifts, and a granular strategy for growth.

Research

Arista Networks: Leading Cloud Networking in the Age of AI

Feb 28, 2025

Morgan Stanley sits down with Arista Networks CEO Jayshree Ullal to explore how the company maintains startup agility as an industry leader.

Research

Qualcomm's Cristiano Amon: Setting the Pace of Innovation

Nov 22, 2024

Morgan Stanley sits down with Qualcomm CEO Cristiano Amon to talk about how the company is setting the pace of innovation in mobile computing.

Listen to Thoughts on the Market

Ideas

Mike Wilson, U.S. Equities

Mike Wilson offers his perspective on the forces shaping the markets and how to separate the signal from the noise. Listen to his most recent episode and check out those of his colleagues from across Morgan Stanley Research.

Ideas

Andrew Sheets, Corporate Credit

Each week, Global Head of Corporate Credit Research Andrew Sheets, or a member of his team, offers perspective on the forces shaping the markets as well as insights on investment opportunities and risk across global asset classes.

Ideas

Michael Zezas, U.S. Public Policy

Michael Zezas offers perspective on how U.S. public policy affects equity and fixed income markets, including trade tensions, infrastructure and government policy.

Events

Research

Morgan Stanley Technology, Media and Telecom | San Francisco 2026

From the transformational impact of AI to new frontiers of innovation, we’re covering the most important themes shaping the technology, media and telecom industries from our annual TMT conference in San Francisco.

Ideas

Morgan Stanley European Financials Conference | London 2026

How AI is reshaping the financial industry, the impact of regulatory changes on banks’ results and the state of consumer credit are among the themes we’re covering at Morgan Stanley’s annual European Financials Conference in London.

Research

A New Space Economy on the Edge of Liftoff

Join Morgan Stanley as we explore the market forces, technology and imagination driving the new Space Age. Just as the elevator changed real estate, will the reusable rocket bring opportunities we can't yet imagine?

Meet Our Analysts

Profile

Research

Mega Themes Converge to Outperform Markets

AI and Jobs: Limited Disruption So Far

Iran Conflict: Three Scenarios for Markets

A Bull Case for Latin America

Europe’s Capital Markets Reforms and the Path Ahead

European Banks Navigate Risks and Resilience Amid Iran Conflict

European Banks See No Systemic Risk in Private Credit Despite Concerns

Regulatory Reform Unlocks Value for Banks

How Banks Can Benefit From AI

Iran Tensions: What’s Next for Oil Supply and Equities

Will Consumers Go Shopping With Bigger Tax Refunds?

Global Markets Adjust to U.S. Tariff Reversal

Private Companies Are Creating New Frontiers in Innovation

SAP: Steering Business into the AI Era

Coca-Cola: Building Iconic Brands for Every Generation

BeOne Medicines: Redefining Cancer Care

Dick’s Sporting Goods: A New Arena for Retail

Singtel: Connecting Asia's Digital Future

P&G: A Blueprint for Indispensable Brands

Tufan Erginbilgiç: Leading Rolls-Royce's Bold Transformation

Arista Networks: Leading Cloud Networking in the Age of AI

Qualcomm's Cristiano Amon: Setting the Pace of Innovation

Mike Wilson, U.S. Equities

Andrew Sheets, Corporate Credit

Michael Zezas, U.S. Public Policy

Morgan Stanley Technology, Media and Telecom | San Francisco 2026

Morgan Stanley European Financials Conference | London 2026

A New Space Economy on the Edge of Liftoff

Michael Zezas

Benjamin Swinburne

Adam Jonas