Research

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What the Democratic Midterm Sweep Could Mean for Markets

Nov 4, 2026

A decisive Democratic victory in the U.S. midterm elections could reshape fiscal policy and increase scrutiny of AI infrastructure investment, but our broader economic and market outlook remains intact.

Research

Travel's New Agent

Oct 29, 2026

AI agents could change how travelers discover and book trips, creating new opportunities for hotels, online travel agencies and cruise lines to reach customers.

Research

The Undervalued Companies Benefiting from AI

Oct 21, 2026

Morgan Stanley Research mapped its global coverage of about 3,600 stocks to identify how the next phase of AI investing could broaden beyond technology enablers.

Research

AI and Tokenization Could Decide Who Wins in Asset and Wealth Management

Oct 14, 2026

Asset and wealth managers are likely to maintain solid growth rates through 2030, but the adoption of AI and tokenization could define winners and laggards.

Research

Consumers Write a New Prescription for Healthcare

Nov 29, 2026

U.S. consumers are increasingly taking the lead in how they access and pay for healthcare, creating potential opportunities across biopharma and healthcare services.

Research

China's Next Industrial Era

Nov 5, 2026

China is entering a new phase of industrialization that could reshape manufacturing, productivity and global supply chains as it evolves from the world’s factory to the world’s industrial operating system.

Research

Healthcare Outlook Brightens as Policy Uncertainty Eases

Sep 18, 2026

Industry leaders at Morgan Stanley’s 24th Annual Global Healthcare Conference discussed the U.S. policy environment, the risks and opportunities coming from China, the innovation potential of AI and more.

Research

Why Canada Is on a Path to Higher Growth

Sep 15, 2026

Despite the recent uncertainty created by U.S. trade tensions, Canada is entering a new phase of growth, driven by productivity gains, efficiency and higher investment.

Research

3 Biotech Breakthroughs to Watch

Sep 14, 2026

New treatments for Alzheimer’s, in-vivo gene editing, AI-enabled drug discovery: emerging technologies could reshape biotechnology productivity, treatment options and investment opportunities.

Research

Checking IDs for AI Agents

Sep 4, 2026

The rise of agentic AI is increasing demand for tools capable of identifying and governing non-human access, which could more than double the market for identity security.

Research

Caffeinated Beverages Get New Buzz

Sep 2, 2026

U.S. consumers’ increasing appetite for energy drinks and beverage shops is fueling growth that outpaces the rest of the food and beverages sector.

Research

Markets Shrug as U.S. Debt Hits $40 Trillion

Aug 25, 2026

As government debt levels continue to rise around the world, investors are asking whether higher borrowing will weigh on economic growth or simply change how capital is allocated across markets.

Research

Could New Sleep Drugs Be the Next GLP-1?

Aug 25, 2026

A new class of orexin-based drugs could transform treatment for excessive daytime sleepiness and, similarly to GLP-1s, become a blockbuster if they are indicated to address other health conditions.

Research

Why the Yen’s Next Move Depends on the Fed

Aug 18, 2026

The Japanese yen is sitting near its weakest level in more than three decades – and with implications for U.S. Treasury yields, borrowing costs and global market volatility.

Research

How Investors Can Weather El Niño

Aug 12, 2026

From sugar and cocoa to copper and credit, El Niño could create divergent risks across commodities, regions and asset classes.

Research

The Overlooked AI Disruption in Home Financing

Aug 7, 2026

The use of AI by borrowers is likely to fuel home refinancing activity, with impacts on the industry, markets and the broader economy.

Exceptional Leaders

Research

Shake Shack: Hospitality at Scale

Oct 16, 2026

In this episode of Exceptional Leaders, Danny Meyer, Founder and Executive Chairman of Union Square Hospitality Group, reflects on the journey from opening one restaurant to launching the global chain Shake Shack, and shares how companies can maintain their culture and core principles as they scale.

Research

Thermo Fisher: The Company Behind the Science

Oct 1, 2026

Thermo Fisher's tools, services and manufacturing capabilities underpin many of the advances that define modern life, from new medicines and diagnostic tests that keep us healthy, to the materials and semiconductors that power the digital economy.

Research

What’s Behind India’s Next Era of Growth

Aug 19, 2026

The success of India’s transformation isn’t just about building rail lines, data centers or chip fabs – it means connecting them into a cohesive strategy that is widely beneficial.

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 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.

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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.

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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.

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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?

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Consumers Write a New Prescription for Healthcare

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Cryptocurrency Exchange Traded Products

Software Sell-Off: Framing Concerns About Private Credit

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Watch Our Client Stories

Featured

Market Resilience Isn't Complacency

What Happens When AI Enters the Physical World?

Featured

Private Markets Are Becoming Mainstream: What This Shift Means

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Thermo Fisher: The Company Behind the Science

The Signal Roundtable: The Future of Digital Assets

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Leaders in Innovation

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Explore Diversity & Inclusion

See How We Give Back

What the Democratic Midterm Sweep Could Mean for Markets

Travel's New Agent

The Undervalued Companies Benefiting from AI

AI and Tokenization Could Decide Who Wins in Asset and Wealth Management

Consumers Write a New Prescription for Healthcare

China's Next Industrial Era

Healthcare Outlook Brightens as Policy Uncertainty Eases

Why Canada Is on a Path to Higher Growth

3 Biotech Breakthroughs to Watch

Checking IDs for AI Agents

Caffeinated Beverages Get New Buzz

Markets Shrug as U.S. Debt Hits $40 Trillion

Could New Sleep Drugs Be the Next GLP-1?

Why the Yen’s Next Move Depends on the Fed

How Investors Can Weather El Niño

The Overlooked AI Disruption in Home Financing

Shake Shack: Hospitality at Scale

Thermo Fisher: The Company Behind the Science

What’s Behind India’s Next Era of Growth

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

Mike Wilson, U.S. Equities

Andrew Sheets, Corporate Credit

Thoughts on the Market Podcast Series

Morgan Stanley Technology, Media and Telecom | San Francisco 2026