Our Insights
Our Insights
STAY UP TO DATE
- Sign Up For Our Newsletter
- Listen To Our Podcasts
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
Featured

2025 Midyear Investment Outlook: All Eyes on the U.S.

Outlooks

2025 Midyear Economic Outlook: A Widespread Deceleration

Outlooks

Thoughts on the Market

Insights
What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive & Sustainable Ventures
  
  From our startup lab to our cutting-edge research, we broaden access to capital for entrepreneurs and spotlight their success.
Featured

Get Matched with a Financial Advisor

Wealth Management

Explore What We Offer

E*TRADE from Morgan Stanley
About Us
About Us
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 89 years.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sponsorships
  
  At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan Stanley
  
  At Morgan Stanley, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan Stanley, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
Featured

Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan Stanley

Technology

Meet the Minds Breaking the Mold

Careers

Thematic Baskets: Making Morgan Stanley Research Investable

Thematic Basket UITs offer an exclusive and differentiated single-transaction method for investing in innovative research opportunities across a wide variety of market sectors and investment themes. The securities are selected by Morgan Stanley investment professionals and are fixed over each investment’s specified life.

Current Offerings

Stocks for 2027

This Thematic Basket invests in companies that Morgan Stanley Research believes have the potential to extend their perceived competitive advantages over an approximately two-year holding period.

Review the Fact Card

View the Prospectus

Available from March 14, 2025 - September 15, 2025
AI Enablers & Adopters Strategy, Series 2

This Thematic Basket will invest in companies that Morgan Stanley & Co. LLC Research (“MS&Co. Research”) believes may benefit from their enablement and/or adoption of artificial intelligence (“AI”).

Review the Fact Card

View the Prospectus

Available from February 27, 2025 - August 28, 2025
Growth at a Reasonable Price Strategy, Series 13

This Thematic Basket invests in companies that Morgan Stanley Wealth Management Global Investment Office believes to be “Growth at a Reasonable Price” (or “GARP”) stocks due to having certain fundamental growth, quality and valuation (price-related) characteristics that may generate competitive relative and total returns through varied market environments.

Review the Fact Card

View the Prospectus

July 24, 2025- October 27, 2025
Quality Dividend Strategy, Series 17

This Thematic Basket invests in companies that Wealth Management Global Investment Office (“MSWM GIO”) believes have high current dividend yields, as well as certain characteristics that may generate strong total returns through varied market environments.

Review the Fact Card

View the Prospectus

Available from July 24, 2025- October 27, 2025

Investing in Disruption

Thematic Baskets make it easy to invest in a market insight, a disruptive trend, or any other investable objective—from providing dividend income to taking advantage of shifts in a specific industry that may impact multiple sectors.

Exclusivity

Differentiated offerings that are only available through a Morgan Stanley Financial Advisor

World-Class Resources

Thematic Baskets harness original research and innovative investment strategies to create portfolios across a variety of market sectors and investment themes

Access & Transparency

Thematic Baskets offer full transparency into the insights of our portfolio managers and research analysts

Our Process

An exclusive and differentiated single-transaction method for investing in innovative opportunities across a wide variety of market sectors and investment themes.

Powerful Ideas

Insights sourced from the full scale and global reach of the Firm

Investable Product

Original research and innovative solutions

Product Approval

Products are evaluated and approved by experienced professionals

Ongoing Oversight

Products are continuously monitored

Customized Solutions for You

No matter what you want to accomplish, our Financial Advisors partner with you to provide ongoing, comprehensive planning and investment advice to help you succeed.

Find a Financial Advisor

Check the background of our firm and investment professionals on FINRA's BrokerCheck.

Morgan Stanley Unit Investment Trusts: Tax Information

A record of IRS Form 8937 – “Report of Organizational Actions Affecting Basis of Securities” – provided by the Trustee to the Morgan Stanley Unit Investment Trusts (the “Trusts”)

IRS Form 8937

Access the 2024 Trustee's Annual Reports - provided by the Trustee for Morgan Stanley Unit Investment Trusts.

RISK CONSIDERATIONS:

Investors need to consider the investment objectives, risks, charges and expenses of a UIT carefully before investing. The prospectuses on this website contain this and other information about the UIT. To obtain a prospectus, please use the links on this website or contact a Financial Advisor. Investors should read the prospectus carefully before investing.

Each thematic basket is a unit investment trust (“UIT”) that holds a fixed portfolio of securities for a specified term. Due to its buy-and-hold strategy, each UIT will continue to purchase or hold securities, notwithstanding the fact that Morgan Stanley may revise its opinion with respect to any individual security based on the selection process employed by Morgan Stanley or any subsequent analysis. In particular, any subsequent creation of a similar type of list of securities or an update of any above referenced selection process by Morgan Stanley will not affect the composition of a UIT.

Investors will pay the full amount of any organizational charge, and in brokerage, also the full amount of any sales charge, if the investor redeems their investment in a UIT prior to the termination date.

Companies paying dividends can reduce or cut payouts at any time.

There is no assurance that employing ESG strategies will result in more favorable investment performance; Because ESG criteria generally exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

Unit prices will fluctuate and there is no assurance that prices will appreciate and not decline over the life of a UIT. UITs that invest significantly in one or more sectors tend to be more volatile than investments that diversify across many sectors. There is no assurance that a unit investment trust will achieve its investment objective.

UITs issue redeemable securities or “units” at prices based on net asset value less any remaining deferred sales charge and/or other charges as applicable. Clients should consider the tax implications of investing in successive portfolios if one is available. Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice.

CRC# 6420909 (02/2024)

View Disclosures Close Disclosures