Research

2020 Outlook

The world economy continues to decelerate, primarily due to ongoing trade tensions. However, Morgan Stanley Research anticipates that a coming trade deal between the US and China, as well as continued easy monetary conditions, could drive a modest rebound in economic activity in the second half of 2020.

Investment Management

ESG and Sovereign Fixed Income Investing: A Better Way

As environmental, social and governance (ESG) factors become more broadly incorporated into investment decision-making, sovereign fixed income investors are grappling with the best way to benchmark and quantify these factors across a diverse group of countries.

Research

Peak Car–or Just Bumps in the Road?

The auto industry is critically important for the global economy, but it has seen a disruptive slide: global registrations, demand and production have slumped. The decline in passenger car demand seems to be persistent and independent of trade tariffs.

Wealth Management

Why Having a Goal Is Key to Investing

With a clear goal in mind, investors can create a realistic plan for achieving their objectives within a certain time frame. Here’s how:

Ideas

The Upside Down World of Negative Rates

There is now around US$15 trillion of debt worldwide with a negative yield to maturity. While there has been debt with negative yield since 2014, the value of negative yielding debt has more than doubled in the last year. This is new territory for financial markets.

Research

Rise of China’s Supercities: New Era of Urbanisation

By 2030, Morgan Stanley forecasts the average size of China's five supercities will reach 120 million and the country’s urbanisation rate will rise to 75% driven by three initiatives – city clusters, smart cities and agricultural modernisation.

Research

Transitioning LIBOR: What It Means for Investors

LIBOR is the world's most widely used benchmark for short-term rates, but its era of influence is slated to end by 2022. A look at the implications for asset classes and investors.

Research

China's Consumers Drive Global Beauty Demand

Why an expansion of beauty routines and influencer marketing on social media could drive China's share of the global beauty market to increase by 66% over the next five years, according to a new report.