Research

Gender Diversity Keeps Paying Dividends

Mar 7, 2023

Greater workplace equality continues to boost companies' performance, according to Morgan Stanley’s proprietary HERS ranking.

What a U.S. Debt Ceiling Standoff Could Mean for Markets

Mar 7, 2023

With prospects dim for an easy compromise on raising the U.S. debt limit, uncertainty for investors and consumers is on the rise.

The Age of AI and Other Trends in Tech and Beyond

AI beyond the hype, a potential breakthrough in health tech, a near-term opportunity in PCs and more trends in technology and beyond.

Network Effects: How Connections Create Value

Investors are increasingly looking at the power of companies’ network of users, which can make or break a start-up.

How New Rules Will Define the Next Phase of Crypto’s Growth

Feb 28, 2023

What is crypto—security, commodity or currency? The answer may determine which federal agency should oversee regulations.

U.S. Stock Market Climbs to Risky Heights

Feb 22, 2023

The U.S. stock market is trading at the thinnest margin of safety since the bull market began in 2009.

What the Jump in Jobs Means for Markets

Feb 15, 2023

The surprise January jobs report will likely push interest rates higher and has implications for U.S. Treasuries, the U.S. dollar and mortgage-backed securities.

Eating in and Dining Out in 2023

Feb 9, 2023

Inflation, consumer sentiment and a shift from pandemic norms should define the year ahead for food-related businesses, with packaged foods and pizza delivery expected to fare better than restaurants overall.

How ETFs Are Driving Growth in Municipal Bonds

Feb 9, 2023

Municipal bond ETFs are on track to double assets under management by 2026 as obstacles to their growth recede, bringing the tax benefits of muni bonds to more investors.

Debunking a Myth About Inflation

Feb 2, 2023

Investors shouldn’t worry that a tight labor market will keep inflation higher for longer.

3 Long-term Megatrends to Watch

Jan 19, 2023

The near-term investment outlook may be challenging, but three long-term secular trends could provide investment opportunities in the years ahead.

Source

7 Investment Ideas That Could Drive Markets in 2023

Jan 27, 2023

From the resurgence of mega-cap tech stocks to the outlook for private markets and European banks, Morgan Stanley’s views differ from the consensus on key issues that could drive stock prices and shape markets in 2023.

Investing Defensively in 2023

Jan 10, 2023

Some traditional diversification strategies didn’t pan out in 2022, offering investors a reminder that correlations can change.

Emerging Markets: Ready to Begin a Bull Run?

Dec 28, 2022

A bull market has begun in emerging market equities, and China, Korea and Taiwan are set to lead the recovery.

The Case for Quantitative Investing in 2023

Dec 21, 2022

Macroeconomic conditions that favored investment strategies based on mathematical modeling this year are expected to persist through next year, continuing to support positive returns and diversification.

A Long Road to Nuclear Fusion Energy

Dec 20, 2022

A nuclear fusion breakthrough is an important step on a long road to a potentially game-changing source of sustainable energy.

Back to Business Travel

Dec 21, 2022

Global business travel is rebounding after the blow dealt by COVID-19. Will 2023 be the year it sees a full recovery?

ESG Rate of Change

Dec 13, 2022

New research finds that improving ESG metrics can be an indicator of stock outperformance.

Global Economy 2023: Slowdown Continues

Nov 22, 2022

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

Nov 22, 2022

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

ESG Rate of Change

Dec 13, 2022

New research finds that improving ESG metrics can be an indicator of stock outperformance.

Holiday Budgets Hit by Inflation

Nov 22, 2022

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

Morgan Stanley Technology, Media and Telecom 2023

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

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

RWE: A Major Coal Producer Makes a Big Bet On Clean Energy

Feb 16, 2023

Morgan Stanley sits down with Markus Krebber, CEO of Germany’s RWE, to talk about how the company has transformed from one of the world’s largest brown coal producers to a leader in the global transition to clean energy.

Palo Alto Networks: Staying Ahead of Cyber Threats

Jan 19, 2023

Morgan Stanley sits down with Nikesh Arora, Chairman & CEO of Palo Alto Networks, to talk about how the pandemic changed the cybersecurity landscape.

Amgen: How Biotechnology is Transforming Medicine

Dec 16, 2022

Morgan Stanley sits down with Bob Bradway, Chairman and CEO of one of the world’s leading biotechnology companies, Amgen, to talk about how this once-niche segment is driving some of the biggest breakthroughs in medicine.

Walmart: Can the World’s Largest Retailer Keep Growing?

Dec 7, 2022

Morgan Stanley sits down with Doug McMillon, President & CEO of Walmart, to talk about how the company pulled off one of the greatest omnichannel transformations in retail history—and why sustainable business practices benefit the bottom line.

Listen to Thoughts on the Market

Ideas

The Risk of a Credit Crunch

Mar 20, 2023

As markets look to recent bank failures, how are valuations for both stocks and bonds likely to change with this risk to growth?

A Test for U.S. Growth

Mar 9, 2023

While the U.S. has surprised investors with its economic resilience, new labor market and retail sales data could challenge this continued strength.

A New Dynamic for U.S. Banking

Mar 16, 2023

Investors’ renewed concerns around the banking system should have a variety of impacts on fixed-income investment.

Is Asia’s Growth Bouncing Back?

Mar 8, 2023

While there is some skepticism that Asia’s growth will outperform this year, there are a few promising indicators that investors may want to keep in mind.

Are European Equities Still Providing Safety?

Feb 21, 2023

European equities have been outperforming U.S. stocks. What’s driving the rally, and will it continue?

Differing Prospects for Oil & Gas

Mar 14, 2023

While oil and gas prices generally move in similar directions, their current situation has deviated from market norms.

The Fed Versus Economic Resilience

Feb 28, 2023

As the U.S. economy remains resilient in the face of continued rate hikes, investors may wonder if the Fed will re-accelerate their policy tightening or if cuts are on their way.

Events

Morgan Stanley Technology, Media and Telecom 2023

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

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.