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

The Second Machine Age Hits the Tipping Point

Aug 5, 2019

The pace of technological change in AI, robotics and industrial software is breathtaking but still tricky to navigate. A look at how investors can play this rapidly developing theme.

Research

K-Food Popularity Launches a Seoul Food Revolution

Jul 31, 2019

Interest in South Korean culture is on the rise as consumers embrace everything from TV shows to K-pop. Now, Korean food could be poised to join the list.

Research

How Millennials and Gen Z Could Reinvent Banking

Jul 31, 2019

Millennials and their younger cohort will reshape the financial industry in their tech-savvy, mobile-first image, with ramifications for all consumers, companies and investors.

Research

Space: Investing in the Final Frontier

Jul 2, 2019

After 15 turbulent years, the music industry may have finally found its digital savior thanks to new opportunities from smart speakers and connected cars.

Research

Is It the End of the Line for Globalization?

Jun 26, 2019

Globalization has been a dominant investment theme for decades. Now, several trends are making global trade less advantageous and, in some cases, less feasible.

Research

Is 'New Stack' the Future of Business Software?

Jun 17, 2019

Rapid changes in the digital era have put software development on the C-suite radar. Why “New Stack” could unlock business productivity—and investor interest—in the years ahead.

Listen to Thoughts on the Market

Ideas

The Virtuous Circle of Excess Liquidity

Dec 9, 2019

Central banks seem likely to continue their balance sheet expansion into next year, driving lower volatility, more cash into equities… and some great expectations.

Thoughts on the Market

2020 Playbook: Analyzing the Bear Case

Dec 6, 2019

In this special two part bull/bear series, Chief Cross-Asset Strategist Andrew Sheets shares insight on the catalysts that could hamper market returns in 2020.

Thoughts on the Market

U.S.-China Trade: What Happens in 2020?

Dec 11, 2019

Although some reports have suggested progress on a phase one deal, markets are still seeking a clear signal forward on trade—and that means tackling the more difficult phase two deal.

Bluepapers

Research

Get Ready for the U.S. “Youth Boom”

As Gen Z joins Gen Y in the workforce, their combined impact could deliver a sizable jolt to U.S. GDP, consumption, wages, and housing. The result: a bullish outlook for the U.S. economy, businesses and markets.

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9 articles

Millennials, Gen Z and the Youth Boom Economy

Is U.S. Housing Headed for a Major Renovation?

From Baby Boom to Youth Boom

How Millennials and Gen Z Could Reinvent Banking

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Research

Financials Search for Growth in an Age of Disruption

Mar 19, 2019

As asset managers and banks hunt for revenue amidst moderating economic growth, new opportunities may be surfacing in China, private markets and reimagined business models.

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.

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?

Events

Research

Tech, Media and Telecom 2019: From Information Age to Innovation Age

Morgan Stanley's analysts talk tech transformation and innovation as 5G, streaming media and artificial intelligence reinvent industries worldwide.

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9 articles

What's Ahead for Tech, Media and Telecom in 2020?

European Telcos Build for Speed

EU Media Faces the Great Restructuring

The Second Machine Age Hits the Tipping Point

See the ideas

Research

China: Bigger, Richer, More Eager to Spend

May 25, 2018

Urban population growth, improved transportation and increases in disposable incomes could triple consumption levels in China's smaller cities by 2030.

Research

Shifting the Gear: European Financials in Transition

Mar 19, 2018

European financials are at an inflection point, amid digitalization and business model shifts. Our thought leaders share insights.

Research

Investors, Get Ready for the Data Decade

Apr 25, 2018

Artificial Intelligence, Internet of Things and Augmented Reality are about to reinvent how industries utilize data—and could drive an era of productivity growth in our cities, farms, factories and hospitals.

A Look at Morgan Stanley Research with Global Director Simon Bound

Morgan Stanley Investment Research is one of the financial industry's dominant thought leaders in equity and fixed-income investing. Our analysts, economists and strategists have earned this reputation through timely, in-depth analysis of companies, industries, markets and the world’s economies. Our teams collaborate to assist Morgan Stanley clients with investment decisions, identifying opportunities across major asset classes and geographies.

Meet Our Analysts

Profile

Ellen Zentner

Managing Director, Chief U.S. Economist

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Profile

Benjamin Swinburne

Head of U.S. Media Research

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Profile

Jessica Alsford

Managing Director, Head of the Global Sustainability Research Team

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