Research

Global Economy 2023: Slowdown Continues

The global economy in 2023 will likely be defined by weaker growth, less inflation and the end of central bank tightening.

Global Investment Outlook 2023: A Year for Yield

A reversal in growth, inflation and rates mean that bonds and emerging markets could be among the winners in the year ahead.

Holiday Budgets Hit by Inflation

Inflation fears are driving holiday budgets, with most shoppers waiting for discounts before shelling out for gifts.

Morgan Stanley Technology, Media and Telecom 2022

Nov 14, 2022

Learn about the trends reshaping the technology, media and telecom landscape with new insights from this year’s European TMT conference in Barcelona.

Dividends: A Volatility Shield

Nov 9, 2022

Dividend-paying stocks with steady distribution growth can offer outsized contributions to long-term portfolio returns.

India’s Time to Shine

Nov 8, 2022

Three megatrends are converging in India and setting the scene for a decade of rapid economic growth and investment opportunity.

Midterm Elections: What to Expect

Nov 7, 2022

Investors may not know the outcome for midterm elections for days. Here are three things to know.

Seeing a Peak for Food Prices

Jul 6, 2022

Rising food prices are pushing up inflation and lowering consumer spending. But a few factors could moderate increases in 2023.

Exceptional Leaders/Exceptional Ideas

Nubank: Inside One of the World’s Largest Digital Banks

Jul 25, 2022

Watch as Morgan Stanley gets an inside look at how David Vélez, the CEO of Nubank, helped build one of the world’s largest digital banks.

Future of Asset Management: Jenny Johnson, Franklin Templeton CEO

Sep 6, 2022

Jenny Johnson, CEO of Franklin Templeton, on why technology and blockchain are fundamentally transforming asset management.

Why Strong Brands Can Weather Uncertain Times

Aug 8, 2022

Watch as Morgan Stanley gets an inside look at how Tim Höttges, the CEO of Deutsche Telekom, led his company through radical transformation.

A New Era of Innovation at Ford: Jim Farley, CEO

Jun 13, 2022

Watch as Morgan Stanley gets an inside look at why Jim Farley, the CEO of Ford, is gearing up for a new era of transportation.

Listen to Thoughts on the Market

Ideas

Why Did Treasury Bonds Rally?

Dec 5, 2022

The tactical rally in stocks has continued and treasury bonds have experienced their own rally, leaving investors to wonder when this bear market might run out of steam.

U.S. Outlook: What Are The Key Debates for 2023?

The year ahead outlook is a process of collaboration between strategists and economists from across the firm, so what were analysts debating when thinking about 2023, and how were those debates resolved? Chief Cross-Asset Strategist Andrew Sheets and Head of Fixed Income Research Vishy Tirupattur discuss.

What Will China’s Reopening Mean for the U.S.?

Nov 30, 2022

As China tries to smooth out its COVID caseload, investors should take note of the impacts those COVID policies have on global economies and key markets.

A Bullish Turn on Asia and Emerging Markets

Dec 1, 2022

As Asia and Emerging Markets move from a year of major adjustment in 2022 towards a less daunting 2023, investors may want to change their approach for the beginning of a new bull market.

2023 European Outlook: Recession & Beyond

Nov 28, 2022

As we head into a new year, Europe faces multiple challenges across inflation, energy and financial conditions, meaning investors will want to keep an eye on recession risk, the ECB, and European equities. Chief European Equity Strategist Graham Secker and Chief European economist Jens Eisenschmidt discuss.

Will Oil Prices Continue to Fall?

Sep 27, 2022

While the global oil market has seen a decrease in demand, supply issues are still prevalent, leaving investors to question where oil prices are headed next.

Key Currency Trends for 2023

Dec 6, 2022

As bond markets appear to have already priced in what central banks will likely do in 2023, how will this path impact inflation and currencies around the world?

Events

Morgan Stanley Technology, Media and Telecom 2022

Nov 14, 2022

Learn about the trends reshaping the technology, media and telecom landscape with new insights from this year’s European TMT conference in Barcelona.

Open Banking: Is the Clock Ticking for European Banks?

Mar 12, 2021

Open Banking, which gives third-party providers secure access to customer data, hasn’t been as disruptive as feared, but it's still a force to be reckoned with for European Banks.

Why COVID-19 Could Reshape the Future of Health Care

May 11, 2020

The pandemic reveals U.S. health-care system flaws and underscores benefits from innovation and streamlined regulation. See the 5 areas likely in focus for change.