Drivers of disruption are well known – artificial intelligence, automation, big data.
But what are the implications for investors?
Morgan Stanley Research expects the US economic recovery will be more drawn out than previously anticipated, marked by a deeper drop into recession and slower climb out.
Falling demand and disrupted supply chains will trigger a global economic recession. However, strong monetary and fiscal policy responses under way could set the stage for a second-half rebound.
While black swan events are, by definition, difficult to predict in advance, they nonetheless present important portfolio positioning implications when they arise.
As the COVID-19 outbreak has expanded globally, Morgan Stanley’s Wealth Management Research team has been progressively reducing risk in our model portfolios.
Although headline-grabbing daily news on share market movements can be unsettling, it is important to remember superannuation is a long term investment.
Revisiting some fundamental principles of investing may help ease your mind.
Can the global economy, which began the year on the path to recovery, get past the coronavirus outbreak and back on the road to growth? A look at three potential outcomes for 2020.
Rising labour, regulatory and cyber security costs are weighing heavily on many small caps. Is corporate inequality a bigger risk to the economy and markets than the issue of individual income inequality?
European stocks still look cheap relative to their global peers, but bargain hunters shouldn't simply buy the benchmark. Here's how to size up Euro stocks.
Morgan Stanley Research takes a diverging view from the market consensus across dozens of areas, from secular themes to regional economic outlooks. Here are seven highlights for 2020.
See the full archive of Morgan Stanley Ideas for our perspective on what's shaping the world today, and tomorrow.