Morgan Stanley's Thought Leadership| Learn more (2024)

Table of Contents
Explore ideas from Morgan Stanley Market Insights from Morgan Stanley Protecting elders from financial abuse Smart money moves when traveling abroad The rise of active ETFs: Four reasons to consider active ETFs Bonds, interest rates, and inflation The basics of municipal bonds A simple six-step retirement savings checkup Which IRA could be right for me? 5 ways to spring-clean your finances Six ways to set yourself up for success in 2024 Saving and planning for retirement in your 20s, 30s, 40s, 50s and beyond Winning plays for saving while you're young Will the upcoming 2024 elections spell volatility in the markets? Are You Prepared for Tax Day? A Checklist Diversifying your portfolio with Medium-Term Corporate Bonds How to avoid the top 5 mistakes investors make in a market sell-off How government bonds can help cities manage extreme weather What to do if you’re off track on your financial goals A guide to US Treasuries Fall planning for your finances How to pay off your student loans Money market funds: What to know about the low-risk investments Investing in ultra-short bond funds versus money market funds Megatrends: Reshoring supply chains could offer these investment opportunities How to rethink your portfolio for long-term inflation Five ways to bolster your finances amid uncertainty Smart Beta: The middle ground between active and passive investing Five quick steps to build a budget Six steps to creating an emergency fund Why gender lens investing may lead to better returns What are liquid alternative funds? How to tackle climate change in your portfolio What’s your retirement spending reality? Protecting your retirement from market volatility How to navigate inflation Gold vs silver: 4 key differences to know Protecting your income from the unexpected Sidestep social engineering scams Four ways investors can act on climate change How to break the ice around family finances 529 Plans and more: Innovative and effective ways to pay for education Five things you may not know about 529s (but should) Investing amid rising rates: What to know What are structured investments? Breaking down the types of structured investments Money and marriage for LGBT+ couples: What to know Six money questions to ask your partner before you commit A guide to closed-end funds Credit card basics How to be smart about debt Stock market 101 The power of global diversification A quick guide to market caps Breaking down the consumer staples sector Breaking down the utilities sector Green bond basics: What to know before investing Credit 101: Using credit wisely 2024 Global economic midyear outlook: A divergent recovery 2024 Midyear investment outlook: Steady growth boosts stocks and bonds Will mortgage rates go down in 2024? Megatrends: How to Invest in the Artificial Intelligence (AI) Boom Are obesity drugs a game changer for investors? Mid-year bond market outlook: Three sectors to watch The 7 political trends investors should watch to stay ahead How should investors think about long term bitcoin returns? Three long-term trends investors may want to consider 5 unexpected investment ideas Why mega-cap tech stocks’ dominance is a risk to investors The bright side of higher interest rates How to invest as American productivity surges 2024 Investment Outlook: Threading the needle 2024 Global Macroeconomic Outlook: Central Banks Look for ‘Just Right’ on Rates Will war in Ukraine, Israel and the Middle East impact financial markets? What investors need to know about breakthroughs in AI, healthcare, and brain implants Outlook: Three trends shaping the next decade of sustainable investing India’s impending economic boom Why investors shouldn’t be fooled by the latest market rebound Should investors safeguard their portfolios from surging national debt? Why some investors are turning to Japan Three potential risks to the US economy in 2024 Megatrends: Powering a new automation age Health care innovation yields new opportunities for investors Rethinking the 60/40 portfolio Investing through the energy transition Six investment ideas that could drive markets in 2023 A rally is underway in emerging market equities Nuclear fusion: Still a long road from breakthrough to viability Megatrends: Driving the adoption of electric vehicles Investing in the metaverse: New opportunities in virtual worlds How copper and aluminum are powering the energy transition 2023 Global Economic Outlook: Inflation peaks, growth slows Demystifying DeFi Why artificial intelligence could spur a paradigm shift for biotech How technology can guard against the impacts of inflation Why net zero is a net positive for banks Why obesity drugs may be a new blockbuster pharma category Megatrends: Opportunities on the front lines of cybersecurity Where to invest when China pulls back from COVID-zero Why municipal bonds are emerging as a key ESG investment Can thinking local fix global supply chains? Here’s why e-commerce growth can stay stronger for longer Goodbye, gig economy. It’s a multi-earner era. What to know about India’s economy and stock market Is carbon capture the energy sector’s answer to a net-zero future? A deep dive on the water crisis Plugging into the battery economy Does ethnic diversity on corporate boards affect stock prices? 5 key themes in the new space economy “Buy now, pay later”: Banking on global financial innovation For investors, is 5G living up to the hype? Tuning into the podcasting industry outlook Not just fun and games: How the video game industry has leveled up Millennials, Gen Z, and the coming “youth boom” economy How a “youth boom” could shake up spending trends Survey reveals pent-up demand for online dating Plugging into the electrification supercycle What a capex boom means for energy Reports of US cities’ demise seem greatly exaggerated Survey reveals cloud computing top CIO priority What the future of work means for office REITs Semiconductors: What to know before you invest FAQs

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Investing essentialsLearn how to manage your finances and help meet your personal financial goals from thought leaders at Morgan Stanley. Learn more arrow_forward Markets and researchGet timely perspectives on the markets and economy from Morgan Stanley’s deep and experienced bench of experts—recently ranked #1 in Research for 2023 by Kiplinger’s. Learn more arrow_forward Morgan Stanley Market UpdateTune in to hear Morgan Stanley Wealth Management's Head of Market Research and Strategy, Dan Skelly, discuss what may be in store for investors in the back half of 2024. Watch now (login required)arrow_forward Morgan Stanley's Thought Leadership| Learn more (4)

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  • Investing essentials
  • Markets and research

Protecting elders from financial abuse

Learn how to help protect you or your loved ones from common elder abuse scams.

Smart money moves when traveling abroad

Consider these tips when planning for foreign travel and perhaps save yourself time, money and headaches.

The rise of active ETFs: Four reasons to consider active ETFs

Investors seeking outperformance and targeted allocation can consider actively managed ETFs to help navigate market uncertainty in a tax-efficient manner.

Bonds, interest rates, and inflation

Learn why rising interest rates and inflation present headwinds for bond investors, and how two potential investing strategies may be able to help you manage the risks.

The basics of municipal bonds

Municipal bonds can provide investors with fixed income payments and capital preservation—but it’s their tax advantages that investors are often most curious about. Learn what to consider when investing in municipal bonds.

A simple six-step retirement savings checkup

When market volatility arises, checking in on your retirement plan may make more than just sense.

Which IRA could be right for me?

An Individual Retirement Account is a smart, easy way to boost your retirement savings. No matter your financial situation, E*TRADE has an IRA that can help you make progress toward your retirement goals.

5 ways to spring-clean your finances

A lot can pile up over a year, or just a season. Here are five tips to help you tidy up, declutter and organize your finances this spring.

Six ways to set yourself up for success in 2024

The new year can be a good time to set yourself up for financial success. These six steps can help get you started.

Saving and planning for retirement in your 20s, 30s, 40s, 50s and beyond

Help your financial wellness with tips regarding retirement savings through different life stages.

Winning plays for saving while you're young

It’s important to start saving as early as possible. Learn why—plus get tips on how to become a savvy saver.

Will the upcoming 2024 elections spell volatility in the markets?

This year’s election outcome could have a big impact on taxes, Social Security and health-care policy. How can investors like you prepare?

Are You Prepared for Tax Day? A Checklist

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

Diversifying your portfolio with Medium-Term Corporate Bonds

There are several benefits of diversifying your portfolio with Medium Term Notes or MTNs. Learn more about whether this fixed-income security could make sense for you.

How to avoid the top 5 mistakes investors make in a market sell-off

Learn how to spot—and potentially avoid—common mistakes that some investors make in a market sell-off.

How government bonds can help cities manage extreme weather

US state and local governments are increasingly using bonds to raise capital for infrastructure and housing projects that mitigate and protect against extreme weather events. Here’s what it could mean for your portfolio.

What to do if you’re off track on your financial goals

Don’t worry if your financial goals look out of reach based on what you’ve saved. There are ways to adjust course that are easier than you may think.

A guide to US Treasuries

Treasuries may be a low-risk way to diversify portfolios and can potentially provide stability in times of uncertainty. Learn about the different types, benefits, and risks.

Fall planning for your finances

Learn the six money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving, and more.

How to pay off your student loans

Learn the options for how to pay off debt you took on to pay for school.

Money market funds: What to know about the low-risk investments

These funds may provide a lower-risk, liquid vehicle for short-term investors.

Investing in ultra-short bond funds versus money market funds

Investors may turn to money market mutual funds to generate potential earnings on cash needed in a short time frame. Ultra-short bond funds are another investing vehicle that may offer modestly higher yields—but also higher risk. Learn the difference between the two products.

Megatrends: Reshoring supply chains could offer these investment opportunities

Companies across industries have struggled in recent years with breakdowns in the global supply chain, leaving them vulnerable to lost opportunities. As a result, some US companies are considering whether to shift jobs, processes, and sourcing back home. Such “reshoring” efforts may require significant new capital investment and could lead to potential opportunities for investors over the next decade.

How to rethink your portfolio for long-term inflation

If rising inflation becomes the norm for years to come, how can investors prepare?

Five ways to bolster your finances amid uncertainty

After a period of robust economic expansion, the U.S. is likely to see weaker growth in the months ahead. 1 Fortunately, there are steps you can take as uncertainty rises. Consider these five preemptive strategies that may help shore up your finances.

Smart Beta: The middle ground between active and passive investing

Factor-based investing strategies, also known as “smart beta,” track popular stock indices, but offer greater exposure to index constituents with attractive characteristics, or “factors.” Here’s what investors should know.

Five quick steps to build a budget

Check out these five steps to help make smart spending and saving decisions.

Six steps to creating an emergency fund

We all know we should have money set aside for emergencies. Here’s how to go about it.

Why gender lens investing may lead to better returns

Discover how gender lens investing can help enhance your portfolio’s bottom line while also promoting greater workplace diversity and equity.

What are liquid alternative funds?

As investors explore ways to enhance returns and manage risk, liquid alternative funds have emerged as a potential choice. Learn what they are and what to consider before investing.

How to tackle climate change in your portfolio

As the world increasingly transitions to a low-carbon economy, explore how you can pursue your climate action goals alongside your financial objectives.

What’s your retirement spending reality?

Everyone has a different idea of their dream retirement. To help you plan for your goals, Morgan Stanley strategists have identified common retirement spending patterns, lifestyles, and potential strategies that may help your nest egg last.

Protecting your retirement from market volatility

The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.

How to navigate inflation

Learn what drives inflation, how it’s measured, and ways to diversify portfolios to help hedge the risk it presents for investments.

Gold vs silver: 4 key differences to know

Discover the differences between gold and silver, how to invest in each, and considerations for adding precious metals to portfolios.

Protecting your income from the unexpected

Your ability to earn an income may be one of your most valuable assets, but an accident or unforeseen illness can put that asset at risk. Here’s how to help protect it.

Sidestep social engineering scams

Learn about common social engineering scams you may encounter and ways to help prevent them.

Four ways investors can act on climate change

Climate change presents risks, but there are ways for investors to take part in positive change.

How to break the ice around family finances

Money is one of the trickiest topics to discuss—but avoiding the conversation can be even more problematic. These tips can help start the dialogue with your family.

529 Plans and more: Innovative and effective ways to pay for education

A 529 plan is a great way to invest for future education costs, but there are also other options to raise the funds you need.

Five things you may not know about 529s (but should)

They're tax friendly, flexible, and available to anyone. Yet, 529 education savings plans are still underused. Here are five things that parents, grandparents, and anyone hoping to get a leg up on college costs need to know.

Investing amid rising rates: What to know

After two years of near-zero interest rates, the Federal Reserve’s aggressive policy pivot has changed the market outlook. We break down the effects on bonds, stocks, and portfolios.

What are structured investments?

Structured investments can enhance a traditional stock and bond portfolio to address specific investment objectives within an overall investment plan—but they come with unique features and risks.

Breaking down the types of structured investments

Structured investment products can be divided into four basic categories, each offering features designed for specific objectives.

Money and marriage for LGBT+ couples: What to know

For LGBT+ couples who decide to tie the knot, it’s important to review financial plans and understand the financial impacts of marriage. These tips can help.

Six money questions to ask your partner before you commit

Thinking of taking the next step with someone special? Head off money headaches by talking about your finances first.

A guide to closed-end funds

Learn what closed-end funds are, how they compare to open-end funds, and considerations when investing in them.

Credit card basics

Learn about the differences between credit and debit cards, the various card types, and how to avoid destructive debt.

How to be smart about debt

Too much debt can be crippling, but some debt, managed wisely, can be a smart financial tool. Check out three things to consider when deciding whether to take on debt.

Stock market 101

The stock market is the cornerstone of investing. Before getting started, it’s a good idea to get familiar with the basics, including market indexes, the different types of stocks, and the factors that can affect a stock’s market value.

The power of global diversification

For investors, international equities can enhance diversification and offer growth potential. In fact, long-term demographic trends may even favor some non-US markets. Explore the different types of international markets and ways to invest.

A quick guide to market caps

A company’s market capitalization, or its market value, can help investors decide if the stock is a good fit for their portfolio. Learn how to calculate a market cap and the features of different market caps.

Breaking down the consumer staples sector

The consumer staples sector consists of goods that are constantly in demand, offering an option for investors seeking to incorporate a defensive strategy into their portfolios.

Breaking down the utilities sector

The utilities sector represents resources that are always in demand (think: water, gas), and it’s typically used as a defensive play in a portfolio. We break down characteristics of the utilities sector and key investing considerations.

Green bond basics: What to know before investing

Green bonds give fixed income investors a way to incorporate environmental and social causes into their portfolio strategies. We dig into what green bonds are, how they’ve started to gain traction, and what to consider before investing.

Credit 101: Using credit wisely

Whether you’re applying for a mortgage, purchasing car insurance, or signing up with a new internet provider, you will inevitably be asked about your credit. Understanding how this number is calculated and how to establish a healthy credit score early on in life can help increase your financial freedom and purchasing power in the future.

2024 Global economic midyear outlook: A divergent recovery

Global growth should stay steady at just over 3% in 2024 and 2025, though volatility will remain as a pickup in growth around the world contrasts with a slowdown in the U.S.

2024 Midyear investment outlook: Steady growth boosts stocks and bonds

Amid a backdrop of steady growth, declining inflation and interest rate cuts, investors may look to corporate credit and agency mortgage-backed securities for opportunity as well as European and Japanese equities.

Will mortgage rates go down in 2024?

Mortgage rates are forecast to drop slightly, but affordability likely won’t return to pre-pandemic levels. Here’s what to expect.

Megatrends: How to Invest in the Artificial Intelligence (AI) Boom

Artificial intelligence is set to become a $3 trillion industry in the next several years. Where can investors find potential opportunities?

Are obesity drugs a game changer for investors?

The global market for the blockbuster drugs could increase by 15-fold over the next five years as their benefits expand beyond weight loss, with expected implications for consumer goods and longevity.

Mid-year bond market outlook: Three sectors to watch

Potential rate cuts and a return to contrasting performance for stocks and bonds could mean an attractive environment for fixed income in 2024.

The 7 political trends investors should watch to stay ahead

The coming years could bring stronger economic growth, greater business productivity, and a new set of stock market winners. How can investors position themselves now to benefit?

How should investors think about long term bitcoin returns?

As several new bitcoin exchange-traded funds become available, how should investors expect bitcoin to perform in the coming decade? Here’s a framework to consider.

Three long-term trends investors may want to consider

Longevity, decarbonization and technology disruption could provide long-term investment opportunities.

5 unexpected investment ideas

Consider these five investing ideas where we think the market may be missing the full picture.

Why mega-cap tech stocks’ dominance is a risk to investors

Investing in the S&P 500 today may mean overexposure to a handful of mega-cap tech stocks known as “the Magnificent 7.”

The bright side of higher interest rates

The era of ultra-low interest rates has passed. But smart investors may find that is not such a bad thing.

How to invest as American productivity surges

The coming years could bring stronger economic growth, greater business productivity, and a new set of stock market winners. How can investors position themselves now to benefit?

2024 Investment Outlook: Threading the needle

Navigating the market during times of global conflict can be challenging. Here’s what investors should know to help safeguard your portfolio.

2024 Global Macroeconomic Outlook: Central Banks Look for ‘Just Right’ on Rates

Navigating the market during times of global conflict can be challenging. Here’s what investors should know to help safeguard your portfolio.

Will war in Ukraine, Israel and the Middle East impact financial markets?

Navigating the market during times of global conflict can be challenging. Here’s what investors should know to help safeguard your portfolio.

What investors need to know about breakthroughs in AI, healthcare, and brain implants

The development of human-machine interfaces is taking a leap forward. Learn what it means for investors.

Outlook: Three trends shaping the next decade of sustainable investing

New investment strategies, demand for resources and more stringent regulations are shaping the next decade of sustainable investing.

India’s impending economic boom

India is on track to become the world’s third largest economy by 2027, surpassing Japan and Germany, and have the third largest stock market by 2030, thanks to global trends and key investments the country has made in technology and energy.

Why investors shouldn’t be fooled by the latest market rebound

Many pundits are bullish on stocks, but there may be evidence that investors need to prepare for a less rosy scenario.

Should investors safeguard their portfolios from surging national debt?

Should investors be concerned about the surging national debt? Wealth Management’s Lisa Shalett shares three risks to watch and what it could mean for your portfolio.

Why some investors are turning to Japan

A rise in Japan’s nominal GDP after a long period of flatlining could create opportunities.

Three potential risks to the US economy in 2024

The economy’s resilience is keeping investors bullish on US stocks. It may be time to prepare for a less favorable scenario.

With a handful of mega-cap stocks dominating the S&P 500, concentration could leave your portfolio vulnerable to potential losses.

Megatrends: Powering a new automation age

Aging populations and lower technology costs are propelling companies to invest more in productivity-boosting automation. What could this mean for investors?

Health care innovation yields new opportunities for investors

Advances in technology and innovation have led to new breakthroughs in health care. Here’s a look at three areas of opportunity for long-term investors.

Rethinking the 60/40 portfolio

The classic portfolio of 60% stocks and 40% bonds may no longer provide the same level of returns it has delivered previously, but it may still be appropriate for some investors. Here’s why.

Investing through the energy transition

Increasing demand and significant cost reductions have changed the clean energy landscape. Learn how decarbonization efforts may present long-term opportunities for investors.

Six investment ideas that could drive markets in 2023

From the resurgence of mega-cap tech stocks to the outlook for U.S. airlines and European banks, Morgan Stanley’s views differ from the consensus on key issues that could drive stock prices and shape markets in 2023.

A rally is underway in emerging market equities

A bull cycle has begun in emerging market equities, with China, Korea, and Taiwan helping to lead a recovery from a long bear market.

Nuclear fusion: Still a long road from breakthrough to viability

The recent breakthrough in nuclear fusion represents a remarkable advancement in the development of a potentially radical decarbonization technology. But nuclear fusion technologies will need to advance much further before they can be relied upon as a source of abundant, sustainable energy.

Megatrends: Driving the adoption of electric vehicles

Investors can gear up for a long-term shift in automotive trends, as electric vehicles are expected to account for 90% of auto sales by 2050.

Investing in the metaverse: New opportunities in virtual worlds

The virtual realm known as the metaverse may be the world of tomorrow, but two technologies that enable it could create opportunities for investors today.

How copper and aluminum are powering the energy transition

Renewable energy and electric vehicles could accelerate demand for copper and aluminum over the next decade, but supplies may struggle to keep up. Here’s what that could mean for investors.

2023 Global Economic Outlook: Inflation peaks, growth slows

The coming year is likely to see weaker growth, less inflation, and the end of rate hikes, with the U.S. narrowly missing a recession, Europe contracting, and Asia offering green shoots for growth.

Demystifying DeFi

Here’s what investors may want to know about the nascent technology that surrounds decentralized finance, and the investing landscape.

Why artificial intelligence could spur a paradigm shift for biotech

Biotechs are applying AI and machine learning to drug development, potentially creating dozens of new medicines and a $50 billion market over the next decade. Here’s what it means for patients and investors.

How technology can guard against the impacts of inflation

As companies try to shore up profit margins amid high inflation, Morgan Stanley sees an investment opportunity among sectors producing technologies to reduce costs and increase productivity.

Why net zero is a net positive for banks

Large global banks have an opportunity to develop new ‘green’ sources of revenue tied to everything from carbon trading to helping finance the estimated $50 trillion needed to achieve Net Zero by 2050.

Why obesity drugs may be a new blockbuster pharma category

Innovative treatments, policies, and physician engagement could help the market for weight-management medicines reach $54 billion in the next decade.

Megatrends: Opportunities on the front lines of cybersecurity

The cybersecurity sector is rapidly growing and developing new ways to guard against sophisticated attacks. How can investors participate in this long-term opportunity?

Where to invest when China pulls back from COVID-zero

Learn why Morgan Stanley expects China’s economy to reopen by the end of 2022 and how investors can prepare for the shift from COVID-zero.

Why municipal bonds are emerging as a key ESG investment

Learn why municipal bonds align with ESG principles that could make a positive impact and why these securities may be undervalued.

Can thinking local fix global supply chains?

The global economy is becoming increasingly decentralized as part of a trend dubbed “slowbalization.” A look at what that means for supply chains and which countries and sectors may benefit from the shift toward a multipolar world economy.

Here’s why e-commerce growth can stay stronger for longer

Global e-commerce stocks surged during the early days of Covid-19 but have since slumped. Despite overall slowing economic activity, key trends suggest e-commerce still has room to grow. What it means for economies, industries, and investors.

Goodbye, gig economy. It’s a multi-earner era.

The “gig economy” is quickly evolving into a “multi-earner era” built on platforms that make it easy for individuals to plug into large audiences and earning power. Learn more about this emerging investing theme.

What to know about India’s economy and stock market

India’s GDP has increased 11-fold, and its equity market cap has grown by 30-fold over the past three decades. Discover what’s behind the country’s economic growth and the unique characteristics of its stock market.

Is carbon capture the energy sector’s answer to a net-zero future?

Carbon capture and storage could represent one of the best solutions for achieving a net-zero future while still meeting the world’s growing energy needs.

A deep dive on the water crisis

The gap between the world’s renewable supply of water and demand is expected to be 40% by 2030, bringing a new urgency to addressing water scarcity. Morgan Stanley’s Sustainable Research Team does a deep dive on the causes, implications, and solutions.

Plugging into the battery economy

The global battery economy is shifting into high gear thanks to rapid EV adoption, improving technology and a new urgency for governments and corporates to decarbonize. A look at key takeaways for investors on this emerging theme.

Does ethnic diversity on corporate boards affect stock prices?

A new study from Calvert, part of Morgan Stanley Investment Management, examines whether racial and ethnic board diversity can have a positive effect on stock performance.

5 key themes in the new space economy

Climate change, security, and telecoms are among the key themes driving a boom in the space economy. Here's a look at what’s behind the increased interest.

“Buy now, pay later”: Banking on global financial innovation

The new credit payment is the latest Fintech disruptor. Can established legacy banks adapt to keep up with the increased e-commerce demand and the red-hot tech services?

For investors, is 5G living up to the hype?

Investors have had mixed reactions to the 5G rollout worldwide, but an analysis of early-adopter markets suggests that 5G is surpassing expectations. Here are five key takeaways.

Tuning into the podcasting industry outlook

Podcasting revenue growth could be at an inflection point as content investment, expanding distribution, and advertising tech come together. Morgan Stanley Research offers an in-depth look at the future of audio.

Not just fun and games: How the video game industry has leveled up

The convergence of social media and gaming, along with increased opportunities for in-game monetization and the addition of new gaming platforms have fueled growth in the industry. What trends may be of interest to investors?

Millennials, Gen Z, and the coming “youth boom” economy

As Gen Z joins Gen Y in the workforce, the two cohorts could deliver a sizable jolt to US GDP, consumption, wages, and housing—presenting a bullish outlook for investors.

How a “youth boom” could shake up spending trends

As Millennials and Gen Z overtake Baby Boomers as the dominant US consumers, which retail categories might benefit from the generational passing of the prime spending baton?

Survey reveals pent-up demand for online dating

Findings from a recent Morgan Stanley survey reveal significant growth prospects for the online dating industry.

Plugging into the electrification supercycle

What’s another way to play compelling electrification themes, such as electric cars, modern energy grids, storage, and distributed power? A unique take for investors.

What a capex boom means for energy

As the economy moves into the next stage of growth, many analysts anticipate supply constraints and robust demand combining to incentivize business investment. Learn what the evolving landscape may mean for energy-related companies.

Reports of US cities’ demise seem greatly exaggerated

Despite talk of COVID driving a long-term exodus from big cities, Morgan Stanley Research analysis shows that many are booming or rebounding. What does that mean for assets tied to urban living?

Survey reveals cloud computing top CIO priority

Findings from a recent Morgan Stanley survey highlight key initiatives within the evolving world of cloud tech.

What the future of work means for office REITs

Morgan Stanley Research explores what the post-pandemic work environment could mean for office REITs.

Semiconductors: What to know before you invest

Semiconductors are a $400 billion industry with demand booming as everyday objects become more high tech. Morgan Stanley Wealth Management highlights what investors should consider in this high-growth industry.

Morgan Stanley's Thought Leadership| Learn more (2024)

FAQs

What is Morgan Stanley's strategy? ›

Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment. Invests in high quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.

How would you describe Morgan Stanley and what we do? ›

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.

Will my etrade account become a Morgan Stanley account? ›

We'll automatically transfer your E*TRADE account(s) to Morgan Stanley on or around your transfer date. Your online experience and the way you access your account(s) will remain unchanged. However, if you do not want your E*TRADE account(s) transferred to Morgan Stanley, you have the right to object.

What are the values statement of Morgan Stanley? ›

At Morgan Stanley, we are committed to fostering and maintaining a culture based on our five core values: Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity and Inclusion and Give Back.

How to answer why Morgan Stanley? ›

Its commitment to innovation, delivering value for clients, and constant advancement align with my own values and ambitions. I am particularly impressed by Morgan Stanley's culture of elite performance and respect for diversity.

How do you ace a Morgan Stanley interview? ›

Be sure the questions are relevant and specific. Enhance your understanding of what we do and who we are so you avoid generic questions like, "What is the culture like at Morgan Stanley?" Do more than state your interests. Express your knowledge gained from experience and education and how you can use that in the role.

How much does a VP at Morgan Stanley make? ›

Average Morgan Stanley Vice President yearly pay in California is approximately $208,940, which is 41% above the national average.

What is Morgan Stanley best known for? ›

Morgan Stanley is a market leader in energy and metals trading worldwide. Commodities professionals trade actual physical commodities, as well as associated derivatives and futures.

How is Morgan Stanley different from other banks? ›

1. Morgan Stanley is first and foremost a wealth management firm While widely respected, Morgan Stanley isn't the only wealth management firm out there. But we choose to partner with Morgan Stanley because it is a wealth management firm first. Many rival firms are banks first, wealth management second.

Does Morgan Stanley own Chase? ›

Morgan Stanley owns about 65 million JPMorgan Chase shares, which amounts to a stake of almost 2.3%. Geode Capital Management: Initially founded by Fidelity in 2001, Geode became a separate entity in 2003. It now manages Fidelity's stock index funds as a sub-advisor.

Who owns Morgan Stanley? ›

Morgan Stanley is mainly owned by institutional investors, who own around 60% of shares. The largest shareholders in December 2023 were: Mitsubishi UFJ Financial Group (23.06%) State Street Corporation (6.97%)

What happened to Etrade Morgan Stanley? ›

Morgan Stanley (NYSE: MS) announced today that it has completed the acquisition of E*TRADE Financial Corporation (E*TRADE) in an all-stock transaction. E*TRADE common stockholders are entitled to receive 1.0432 Morgan Stanley common shares for each E*TRADE common share.

What is Morgan Stanley in simple words? ›

Morgan Stanley is a leading global investment bank and wealth management firm, employing more than 82,000 people worldwide. The company makes money primarily from three segments called Institutional securities, Wealth Management, and Investment Management.

What qualities does Morgan Stanley look for? ›

Morgan Stanley typically seeks interns and analysts who possess strong analytical skills, a solid understanding of finance and accounting, excellent communication abilities, a strong work ethic, and the ability to work well in teams.

What is Morgan Stanley's slogan? ›

At Morgan Stanley, we lead with exceptional ideas.

What is the Morgan Stanley global quality strategy? ›

The Morgan Stanley Global Quality Strategy is a concentrated global equity strategy. To achieve the investment team's aim of compounding shareholder wealth at attractive rates of return over the long term, the Strategy focuses on high-quality, resilient, well-managed companies.

What does Morgan Stanley focus on? ›

Corporations, organizations, and governments rely on Morgan Stanley as a global leader in investment banking. We advise clients on transactions including mergers, acquisitions, restructurings, initial public offerings (IPOs), convertibles, share repurchases, debt offerings, derivatives and more.

What is the Morgan Stanley global equity strategy? ›

The Morgan Stanley Global Equity Allocation (GEA) Strategy seeks long-term capital appreciation by investing primarily in global equity securities.

What is Morgan Stanley's digital transformation strategy? ›

Morgan Stanley is utilizing AI and machine learning to improve its wealth and asset management operations and other operational processes. AI, big data, cloud, and blockchain are among the key technologies under focus for the company.

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