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

Millennials, Gen Z and the Youth Boom Economy

Jan 25, 2019

As Gen Z joins Gen Y in the workforce, their combined impact could deliver a sizable jolt to U.S. consumption, wages, housing and overall GDP growth.

Research

Are Investors Too Cynical on China Growth?

Jan 30, 2019

Skeptics see China's efforts to stimulate its economy as too little, too late or, conversely, risking another debt-deflation cycle. Here's what they may not see.

Research

Video Gaming's Epic Battle in the Cloud

Nov 19, 2018

The console gaming market is on the cusp of a transformation, both in how consumers play the games, and which businesses will be positioned to reap the rewards.

Research

Five Ideas That Could Add Alpha in 2019

Jan 11, 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

Could Bioplastics Be a Material Change for Plastic Waste?

Nov 6, 2018

Bio-based and biodegradable plastics could turn the tide on petrochemical-based single-use plastics that litter oceans and landfills.

Research

2019 Global Outlook: Turning Point Ahead

Dec 7, 2018

The global economy is set to grow 3.6% in 2019, but that headline number masks key changes: U.S. growth could slow, while emerging markets retake the lead.

Listen to Thoughts on the Market

Thoughts on the Market

How Calm Are U.S. Equities in a Storm?

Apr 18, 2019

Conventional wisdom holds that the S&P 500 is considered to have lower volatility than other global stocks. But Chief Cross-Asset strategist Andrew Sheets asks, “Is that changing?”

Thoughts on the Market

Strategizing for the Late-Cycle Rally

Apr 22, 2019

On today’s TOTM, Chief Investment Officer Mike Wilson says late cycle rallies tend to favor secular growth and defensive stocks. But what happens when even they become too expensive?

Thoughts on the Market

Will Tax Season Deliver Many Happy Returns?

Feb 13, 2019

Will U.S. tax refunds be smaller than expected? Chief U.S. Economist Ellen Zentner gives a full read on what tax season may hold for Americans.

Thoughts on the Market

On Taxes, Weighing Perception and Reality

Apr 17, 2019

Head of Public Policy Strategy Michael Zezas says only 17% of Americans believe their taxes dropped despite contrary data. But for markets, perception may matter this year.

Bluepapers

Research

Are Flying Cars Preparing for Takeoff?

Jan 23, 2019

Get ready, because autonomous urban aircraft may no longer be the stuff of comic books—instead, they could be a $1.5 trillion market by 2040.

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

Japan's Long Economic Journey Gets New Lift

Oct 11, 2018

Japan spent decades in the economic doldrums, but a number of factors could fuel a revival in productivity, GDP growth and corporate returns.

Research

From Vaults to Virtual: Digital Remakes Banking

Jan 29, 2018

As the smartphone quickly becomes the new bank branch, banks have an opportunity to win new customers, improve engagement and raise efficiencies.

Events

Research

Tech, Media and Telecom 2019: Prepare for Acceleration

Morgan Stanley's analysts and strategists talk tech transformation as innovations like 5G, streaming media and artificial intelligence reinvent industry and business models.

See the ideas

6 articles

The Data Decade Pivots to Software

Streaming, Bundles and Ads: 3 Media Debates for 2019

Could AI Transform Healthcare?

Are Flying Cars Preparing for Takeoff?

See the ideas

Research

China: Bigger, Richer, More Eager to Spend

May 25, 2018

Urban population growth, improved transportation and increases in disposable incomes could triple consumption levels in China's smaller cities by 2030.

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

Investors, Get Ready for the Data Decade

Apr 25, 2018

Artificial Intelligence, Internet of Things and Augmented Reality are about to reinvent how industries utilize data—and could drive an era of productivity growth in our cities, farms, factories and hospitals.

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

Ben Swinburne

Managing Director, Head of U.S. Media Research

learn more

Profile

Jessica Alsford

Managing Director, Head of the Global Sustainability Research Team

learn more