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

How Much Downside Is Left for U.S. Equities?

Mar 18, 2020

The coronavirus pandemic and oil-price shocks have accelerated the move lower for U.S. equities. Longer-term investors may want to consider adding to equity risk.

Research

Coronavirus: Recession, Response, Recovery

Mar 25, 2020

Falling demand and disrupted supply chains will trigger a global economic recession. However, strong monetary and fiscal policy responses under way could set the stage for a second-half rebound.

Research

Taming the Wild Precincts of Global E-Commerce

Feb 28, 2020

The proliferation of counterfeits and fake information on giant online retail platforms could drive a $20 billion addressable market in vendor verification.

Research

Will 5G Supercharge Smartphone Sales?

Feb 28, 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

Rise of the SHEconomy

Sep 23, 2019

Media and social focus on gender diversity, the male-female wage gap and women's role in the workplace has rightly been a key topic in 2019. Corporates and investors are paying attention.

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Ideas

U.S. Equities: Is the Worst Behind Us?

Mar 30, 2020

Although economic and earnings data could be gloomy over the next month, have equity markets already discounted the bad news? Detailed analysis from Chief Investment Officer Mike Wilson.

Thoughts on the Market

The Critical Calls of Financial Referees

Mar 27, 2020

Governments and central banks face two issues: A flight to liquidity and a global economy that showed signs of fatigue even before the pandemic. For investors seeking opportunities, it’s an important distinction.

Thoughts on the Market

Sizing Up the Stimulus Package

Mar 25, 2020

Congressional leaders have reached a deal on a $2 trillion stimulus bill to deal with fallout from the coronavirus crisis. Will it work? Two criteria to watch for.

Bluepapers

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

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

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.

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

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

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

Managing Director, Head of the Global Sustainability Research Team

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