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 Coronavirus Recession: Sharper But Shorter

May 12, 2020

Although first-quarter GDP data confirm that the U.S. and euro area are in recession, some signs out of China suggest a shorter-than-expected downturn.

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

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.

Listen to Thoughts on the Market

Ideas

Welcome to Early Cycle?

Jun 1, 2020

Although market volatility continues to decrease, the volatility of popular momentum strategies is increasing—which suggests a coming rotation to early cycle stocks.

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

What Do Markets Reward? Progress.

Jun 5, 2020

Why are markets climbing despite a pandemic and this week’s demonstrations across the U.S.? The answer may lie with how markets view progress.

Thoughts on the Market

Could Cash-Strapped States Bank on Online Gaming?

May 27, 2020

As U.S. states cope with challenged finances due to the coronavirus, could some look to online gaming to fill budget gaps?

Thoughts on the Market

Special Episode: All Hail the U.S. Consumer

May 22, 2020

Will pent-up demand from U.S. consumers help drive a recovery from the coronavirus recession? A special conversation with our Chief Investment Officer and Chief U.S. Economist.

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?

Special Episode: All Hail the U.S. Consumer

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

learn more

Profile

Benjamin Swinburne

Head of U.S. Media Research

learn more

Profile

Jessica Alsford

Head of Global Sustainability Research

learn more