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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

Buying the AI Infrastructure Dip

Jul 28, 2026

Following recent drops in AI infrastructure stocks, Morgan Stanley Research revisits key debates and suggests ways for investors to play the dip.

Research

Midterm Elections: More Noise Than Change?

Jul 22, 2026

The U.S. midterms may shift the makeup of Congress, but Morgan Stanley Research expects little change to the policies that matter most for markets.

Research

Can Europe Fund Its Future Without Adding Debt?

Jul 20, 2026

As spending on pensions, defense and debt service keep increasing, European nations will need to take decisive steps to stabilize debt and reorient expenditure to most productive uses.

Research

Robotaxis Enter the Fast Lane

Jul 17, 2026

Regulatory progress, AI advances and lower costs are accelerating the scale of the robotaxi industry.

Research

Watch Out for a Fed Pause

Jul 17, 2026

Markets are pricing at least one 2026 rate hike, but Morgan Stanley Research expects the Fed to stay on hold as inflation moderates, supporting Treasuries and high-quality fixed income.

Research

The New Streaming Reality

Jul 13, 2026

Streaming is growing, but rising competition is shifting the industry’s focus toward retention, content quality, and differentiation.

Research

7 Ways to Invest in the Growing Space Economy

Jul 1, 2026

Investor interest in space is surging as NASA’s Artemis program, increased defense spending and private innovation drive growth across the space economy, from materials to satellite services.

Research

Where Macro Meets Micro: Investing Through Structural Change

Jul 1, 2026

Morgan Stanley’s Macro ↔ Micro Markets Forum examined how AI, geopolitics and shifting capital flows are creating new opportunities across markets and asset classes.

Research

Pet Owners Tighten the Leash on Spending

Jun 17, 2026

After years of strong growth, rising costs are prompting more selective pet spending and slowing industry expansion.

Research

Banks Signal Confidence as U.S. Economy Gains Momentum

Jun 12, 2026

From consumer and commercial lending to AI investment and capital markets, industry leaders see multiple drivers supporting growth across the financial sector.

Research

Asia’s Energy Buildout Gains Momentum

Jun 18, 2026

Asia is ramping up spending on domestic energy production to reduce its dependence on imports, potentially creating trillions of dollars in value across several industries.

Research

Media and Beverages Score at World Cup

Jun 11, 2026

The 2026 FIFA World Cup could drive revenue opportunities across media, plus potential gains across consumer sectors and the broader economy.

Research

Travel Rewards Fuel Growth of Premium Credit Cards

Jun 10, 2026

Premium travel cards are growing faster than the broader credit-card market, but banks’ share of the pie is under pressure as airlines and hotels gain leverage in partnerships.

Research

Banks Evaluate Opportunity—and Threat—of Digital Assets

Jun 4, 2026

The growing adoption of digital assets could influence the economics of the wholesale banking industry, with a wide range of potential outcomes depending on how banks respond.

Research

Your Watch Wants You to Go to the Gym

May 19, 2026

Growing consumer adoption of wearable devices and voluntary lab tests could reduce spending on preventable diseases and influence a wide range of industries, from healthcare to food retail.

Research

2026 Midyear Investment Outlook: Constructive, Not Complacent

May 15, 2026

AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance.

Research

Midyear Economic Outlook: AI Drives Resilient Growth

May 15, 2026

Growth softens in the second half of 2026, hurt by higher energy prices, but recovers in 2027 in a baseline outlook that includes a resolution of the oil supply shock.

Research

The $22 Billion Profit Opportunity in AI + Gaming

May 12, 2026

Video game companies could unlock billions of dollars in profits by increasingly adopting AI tools to streamline production and create more immersive experiences.

Research

Luxury Outlook: From Contraction to Caution

May 8, 2026

Ahead of Morgan Stanley’s 2026 Annual European Luxury Conference in Paris, the industry is showing signs of stabilization after two years of contraction, but a broad-based recovery remains elusive.

Research

Is Gold Still a Safe Haven?

May 5, 2026

Gold prices have dropped since the start of the conflict in Iran, raising doubts about the metal’s traditional role as a hedge against geopolitical crises.

Exceptional Leaders

Research

United Airlines: Leading for the Long Haul

Jun 9, 2026

Leading a global airline isn’t just about overseeing complex operations in an environment of near-constant volatility – it means having a vision.

Research

Wellhub CEO: Redefining Corporate Well-Being

Apr 27, 2026

Wellhub CEO & Co-Founder Cesar Carvalho shares his perspective on how companies are rethinking wellness, moving beyond perks to strategic investments in their people.

Research

Steering Business into the AI Era

Feb 27, 2026

From its early days building ERP systems in Germany, SAP has evolved to become a backbone of global business.

Research

Coca-Cola: Building Iconic Brands for Every Generation

Jan 12, 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

Buying the AI Infrastructure Dip

Midterm Elections: More Noise Than Change?

Can Europe Fund Its Future Without Adding Debt?

Robotaxis Enter the Fast Lane

Watch Out for a Fed Pause

The New Streaming Reality

7 Ways to Invest in the Growing Space Economy

Where Macro Meets Micro: Investing Through Structural Change

Pet Owners Tighten the Leash on Spending

Banks Signal Confidence as U.S. Economy Gains Momentum

Asia’s Energy Buildout Gains Momentum

Media and Beverages Score at World Cup

Travel Rewards Fuel Growth of Premium Credit Cards

Banks Evaluate Opportunity—and Threat—of Digital Assets

Your Watch Wants You to Go to the Gym

2026 Midyear Investment Outlook: Constructive, Not Complacent

Midyear Economic Outlook: AI Drives Resilient Growth

The $22 Billion Profit Opportunity in AI + Gaming

Luxury Outlook: From Contraction to Caution

Is Gold Still a Safe Haven?

United Airlines: Leading for the Long Haul

Wellhub CEO: Redefining Corporate Well-Being

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

Mike Wilson

Adam Jonas