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 Midyear Economic Outlook: Embracing a V-Shaped Recovery

Jul 1, 2020

Multiple economic indicators suggest that the global economy began recovering in May, is gaining momentum and may return to pre-pandemic levels by year-end.

Research

2020 Midyear Investor Outlook: Unusual Times, Conventional Playbook

Jul 1, 2020

While 2020 has certainly been exceptional, Morgan Stanley strategists believe a new cycle has started—and a recovery could be more “normal” than investors expect.

Research

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.

Research

COVID-19 Boosts E-Commerce, Resizing U.S. Retail

Jun 24, 2020

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

Transitioning LIBOR: What It Means for Investors

Oct 29, 2019

LIBOR is the world's most widely used benchmark for short-term rates, but its era of influence is slated to end by 2022. A look at the implications for asset classes and investors.

Research

5 Ways the Coronavirus Recession Could Change the Internet

Jun 15, 2020

Sheltering in place has brought dramatic changes to how we live and work. Here are five areas of potential disruption online.

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Ideas

Is Inflation Healthy for an Economy?

Jul 6, 2020

While excessive inflation can be disruptive, such as in the 1970’s, a deflationary mindset can often be more destructive—and difficult to reverse. What current inflation trends mean for investors.

Thoughts on the Market

Special Episode: The Race to a Vaccine

Jun 4, 2020

Large cap biotech analyst Matthew Harrison talks with Chief Cross-Asset Strategist Andrew Sheets to discuss the latest timeline for a coronavirus vaccine, hurdles to success and possible market reactions.

Thoughts on the Market

Pressure Testing the “Overoptimistic Markets” Argument

Jul 10, 2020

The sharp rebound in stock and corporate bond markets has made some question if markets are a bit too upbeat about a speedy recovery. There’s just one problem with this view.

Thoughts on the Market

How Should Investors Ride a Potential “Blue Wave”?

Jul 8, 2020

Although the U.S. election is anything but predictable four months away, investors may still want to consider how markets would react to a Democrat sweep.

Thoughts on the Market

Reopening at the Tipping Point

Jun 25, 2020

How should investors think about the recovery as the U.S. balances reopening with concerns over a second wave of coronavirus infections?

Bluepapers

Research

Banking on the Next Cycle

May 27, 2020

Although the banking industry was at the epicenter of the previous global recession, the coronavirus pandemic now positions the industry to play a vital role as a shock absorber for the economy.

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.

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.

See the ideas

9 articles

Millennials, Gen Z and the Youth Boom Economy

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

Reopening at the Tipping Point

How Millennials and Gen Z Could Reinvent Banking

See the ideas

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.

Events

Research

Tech, Media & Telecom 2020: The Edge of Acceleration

Feb 28, 2020

The arrival of 5G brings more than simply speed—it promises a striking new era of connectivity, industry and communication. New insights from this year's TMT conference.

Research

Reduced Healthcare Costs Could Be a Click Away

Mar 19, 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

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

A New Space Economy on the Edge of Liftoff

Jul 12, 2019

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?

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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Benjamin Swinburne

Head of U.S. Media Research

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Jessica Alsford

Head of Global Sustainability Research

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