Research

Five Ideas That Could Add Alpha in 2019

From streaming media to China’s bond market, Morgan Stanley identified dozens of debates where the firm’s views diverge from market consensus. Here are five highlights.

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IDEAS

Ideas

Federal Budget 2019 Overview

Apr 3, 2019

We look at the key measures announced in the 2019-20 Federal Budget.

Research

Is Credit Risk Lurking for Euro Banks?

Mar 28, 2019

Higher corporate indebtedness and slowing GDP growth pose cyclical risk for European banks. Some are more vulnerable than others.

Research

Facing Current-Account Deficit, China Looks Abroad for Capital

Mar 20, 2019

A market renowned for surpluses will soon post its first current-account deficit in more than 25 years

Ideas

Dispelling Five Common ETF Myths

Mar 27, 2019

Over the years, you may have heard investment pundits murmuring that the rapid growth in the ETF market could possibly foreshadow a collapse akin to an apocalypse.

Ideas

Upgrading to 5G: Revenue Opportunities for Telcos

Mar 19, 2019

Experts predict that 5G—the next generation of mobile broadband

Institute for Sustainable Investing

The Challenge: Devise a Novel Financial Instrument to Improve the World

Mar 15, 2019

Twelve teams of graduate students are named as finalists in the 2019 Kellogg-Morgan Stanley Sustainable Investing Challenge.

Ideas

Is it Time to Bear-proof Your Portfolio?

Mar 13, 2019

The Australian economy has gone 27 years without a recession, making this current economic expansion the longest in modern history.

Ideas

Giving Back: 2018 Highlights

Feb 27, 2019

Morgan Stanley employees around the world made valuable philanthropic contributions to their communities in 2018.

Research

Are Investors Too Cynical on China Growth?

Feb 28, 2019

Sceptics 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.

Investment Banking

M&A in 2019: 6 Trends to Watch

Feb 21, 2019

In a new BluePaper, Morgan Stanley Research says autonomous urban aircraft may no longer be the stuff of comic books.

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