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

2020 Global Macro Outlook: Calmer Waters Ahead

Dec 13, 2019

Trade disputes disrupted global economic growth in 2019, but with tensions and monetary policy now easing, the global economy could be on a path to recovery.

Research

Global Strategy Outlook: 7 Investment Themes for 2020

Dec 13, 2019

Investing in 2020 will mean navigating an uneven global recovery and uneven valuations. Here are seven key investment themes for the year ahead.

Research

A Green Revolution for Global Chemicals

Jan 9, 2020

Oil and natural gas have dominated chemicals manufacturing for decades. But as the world goes green, chemicals are returning to their bio-based roots.

Research

Transitioning LIBOR: What It Means for Investors

Oct 29, 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

Big Tech’s Big Role Driving EV Adoption

Oct 2, 2019

Why big tech and ride-sharing firms may have an opportunity to drive electric vehicle adoption in the fight against carbon emissions and climate change.

Research

China’s Demand for Beauty Products More Than Skin Deep

Oct 21, 2019

A new survey suggests an expansion of beauty routines, popularity on social media and rising incomes could position China as the driver of half of global beauty growth.

Listen to Thoughts on the Market

Ideas

Pressure Testing the Bull Case

Jan 21, 2020

Progress on trade and Brexit, upbeat sentiment and central bank support have investors optimistic on the bull case narrative. Even so, it’s worth a quick inspection for surprises.

Thoughts on the Market

Remember Fundamentals?

Jan 17, 2020

Central bank support and low interest rates helped drive markets higher in 2019 despite lackluster earnings. But 2020 could remind investors why earnings trends are still what matters.

Thoughts on the Market

Do Incumbents Always Win with a Strong Economy?

Jan 22, 2020

How reliable is the maxim that a good economy means a presidential incumbent re-election? Head of U.S. Public Policy Michael Zezas looks at history.

Bluepapers

China’s Supercities Boom and the Next Era of Urban Growth

Research

China’s Coming Supercities Boom

Dec 4, 2019

By 2030, China's five largest cities could be home to about 120 million people on average. Why urbanization offers a new gear for economic growth.

Research

Decarbonization: The Race to Zero Emissions

Nov 25, 2019

These five emerging technologies could curb carbon emissions, halt climate change and offer new ways to invest in earth’s future.

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

Liquefied Natural Gas Gets Ready for Global Export

Sep 4, 2019

A wave of investment in liquefied natural gas (LNG) is creating a new global commodity market, and making waves in energy, infrastructure and beyond.

Events

Research

A New Space Economy on the Edge of Liftoff

Jul 12, 2019

Just as the elevator changed real estate and the smartphone changed commerce, will the reusable rocket bring opportunities we can’t yet imagine? Read about the far-reaching benefits space may hold in store.

Research

Shifting the Gear: European Financials in Transition

Mar 19, 2019

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

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?

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

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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

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Ellen Zentner

Managing Director, Chief U.S. Economist

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Benjamin Swinburne

Head of U.S. Media Research

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Jessica Alsford

Managing Director, Head of the Global Sustainability Research Team

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