温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.ms.com/what-we-do/research
点击访问原文链接

Research | Morgan Stanley

进入原网站 导航首页
Investor RelationsMedia RelationsClient LoginMorgan Stanley OnlineMorgan Stanley at WorkResearch PortalMatrixOur InsightsPersonal FinanceMarket TrendsTechnology & DisruptionSustainabilityDiversity & InclusionMorgan Stanley InstituteSign Up For the Five Ideas NewsletterListen To Our Podcasts2026 OutlooksInsightsHard LessonsInsightsEnergy Markets Race to Solve the AI Power BottleneckMorgan Stanley InstituteWhat We DoWealth ManagementInvestment Banking & Capital MarketsSales & TradingResearchInvestment ManagementMorgan Stanley at WorkSustainable InvestingInclusive & Sustainable VenturesGet Matched with a Financial AdvisorExplore What We OfferWatch Our Client Success StoriesAbout UsCore ValuesLeadershipHistoryLocationsDiversitySustainabilityGiving BackTechnologySponsorshipsCareersStudents & GraduatesOpportunitiesExperienced ProfessionalsOpportunitiesTechnology ProfessionalsExperienced Financial AdvisorsExplore Our CultureYes, You Can Be a Tech Innovator at Morgan StanleyResearch Mega Themes Converge to Outperform Markets Apr 16, 2026 Morgan Stanley’s four key investment themes for 2026—AI & Tech Diffusion, the Future of Energy, a Multipolar World and Societal Shifts—are beating benchmarks as their intersections accelerate market impact.Research AI and Jobs: Limited Disruption So Far Apr 14, 2026 AI adoption is rising, but its impact on the labor market remains narrow, echoing past innovation cycles that ultimately expanded employment over time.Research Iran Conflict: Three Scenarios for Markets Apr 7, 2026 Morgan Stanley Research outlines three potential scenarios for markets, depending on how quickly shipments through the Strait of Hormuz resume.Research A Bull Case for Latin America Mar 31, 2026 Lower rates, pro-reform election outcomes and improving trade dynamics could support a more investment friendly environment.Research Europe’s Capital Markets Reforms and the Path Ahead Mar 31, 2026 At Morgan Stanley’s European Financials Conference in London, bank executives shared perspectives on Europe’s capital markets agenda, reflecting on reform efforts and their implications for competitiveness.Research European Banks Navigate Risks and Resilience Amid Iran Conflict Mar 26, 2026 Leaders from Europe’s largest banks outlined their outlook at Morgan Stanley’s European Financials Conference, highlighting resilience while monitoring risks tied to the Iran conflict.Research European Banks See No Systemic Risk in Private Credit Despite Concerns Mar 19, 2026 Bank CEOs spoke at Morgan Stanley’s European Financials Conference about the recent pressure on the private credit market.Research Regulatory Reform Unlocks Value for Banks Mar 18, 2026 Regulatory reform is unlocking excess capital at large cap banks—fueling lending, earnings growth and higher valuations.Research How Banks Can Benefit From AI Mar 11, 2026 Despite investor concerns about job losses and disruption, AI investment is boosting banks through financing, deal activity and greater efficiency.Research Iran Tensions: What’s Next for Oil Supply and Equities Mar 3, 2026 Investors are assessing geopolitical, economic and market risks stemming from the military strikes against Iran, the potential for broader escalation and leadership instability in Tehran.Research Will Consumers Go Shopping With Bigger Tax Refunds? Feb 24, 2026 Larger 2026 tax refunds are poised to lift household finances, though consumer spending increases may be gradual.Research Global Markets Adjust to U.S. Tariff Reversal Feb 24, 2026 A landmark ruling by the U.S. Supreme Court voids existing tariffs, prompting investors, companies and policymakers to reassess trade impacts.Research Private Companies Are Creating New Frontiers in Innovation Feb 11, 2026 Morgan Stanley Research highlights five key areas where private companies are creating new markets and attracting investor attention.Research SAP: Steering Business into the AI Era Feb 27, 2026 In this episode of Exceptional Leaders, European Software analyst Adam Wood sits down with Klein at SAP’s headquarters in Waldorf, Germany to discuss SAP’s cloud shift, its AI ambitions, and why human insight and collaboration still matter—even as intelligent agents become ubiquitous.Research Coca-Cola: Building Iconic Brands for Every Generation Jan 29, 2026 The Coca-Cola Company CEO James Quincey shares how one of the world’s most recognizable brands continues to evolve - from redefining its culture to expanding globally.Research BeOne Medicines: Redefining Cancer Care Jan 12, 2026 BeOne Medicines Co-Founder, Chairman and CEO John V. Oyler shares how the company is challenging the status quo in oncology, with a focus on affordability and access to benefit patients everywhere.Research Dick’s Sporting Goods: A New Arena for Retail Nov 10, 2025 Dick’s Sporting Goods Executive Chairman Ed Stack shares how the company is transforming retail through immersive experiences, digital platforms like GameChanger, and a commitment to youth sports and culture.Research Singtel: Connecting Asia's Digital Future Aug 25, 2025 Singtel Group CEO Yuen Kuan Moon talks about how the company is driving new growth through next-generation data centers and IT services to power Asia’s digital economy.Research P&G: A Blueprint for Indispensable Brands Jul 24, 2025 Morgan Stanley Research sits down with Procter & Gamble CEO Jon Moeller to discuss how the company is reimagining its business model while continuing to develop some of the world’s most indispensable household products.Research Tufan Erginbilgiç: Leading Rolls-Royce's Bold Transformation Mar 25, 2025 Morgan Stanley sits down with Rolls-Royce CEO Tufan Erginbilgiç to explore how he’s leading an iconic brand through a bold transformation—focusing on innovation, mindset shifts, and a granular strategy for growth.Research Arista Networks: Leading Cloud Networking in the Age of AI Feb 28, 2025 Morgan Stanley sits down with Arista Networks CEO Jayshree Ullal to explore how the company maintains startup agility as an industry leader.Research Qualcomm's Cristiano Amon: Setting the Pace of Innovation Nov 22, 2024 Morgan Stanley sits down with Qualcomm CEO Cristiano Amon to talk about how the company is setting the pace of innovation in mobile computing.Ideas Mike Wilson, U.S. Equities Mike Wilson offers his perspective on the forces shaping the markets and how to separate the signal from the noise. Listen to his most recent episode and check out those of his colleagues from across Morgan Stanley Research.Ideas Andrew Sheets, Corporate Credit Each week, Global Head of Corporate Credit Research Andrew Sheets, or a member of his team, offers perspective on the forces shaping the markets as well as insights on investment opportunities and risk across global asset classes.Ideas Michael Zezas, U.S. Public Policy Michael Zezas offers perspective on how U.S. public policy affects equity and fixed income markets, including trade tensions, infrastructure and government policy.Research Morgan Stanley Technology, Media and Telecom | San Francisco 2026 From the transformational impact of AI to new frontiers of innovation, we’re covering the most important themes shaping the technology, media and telecom industries from our annual TMT conference in San Francisco.Ideas Morgan Stanley European Financials Conference | London 2026 How AI is reshaping the financial industry, the impact of regulatory changes on banks’ results and the state of consumer credit are among the themes we’re covering at Morgan Stanley’s annual European Financials Conference in London.Research A New Space Economy on the Edge of Liftoff Join Morgan Stanley as we explore the market forces, technology and imagination driving the new Space Age. Just as the elevator changed real estate, will the reusable rocket bring opportunities we can't yet imagine?Profile Michael Zezas Managing Director, Head of U.S. Public Policy Research & Municipal Credit Strategy learn moreProfile Benjamin Swinburne Head of U.S. Media Research learn moreProfile Adam Jonas Head of Global Auto & Shared Mobility Research learn moreDisclosuresInvestor RelationsCorporate GovernanceNewsroomCareersContact UsGlobal OfficesEqual Employment OpportunityCybersecurityTerms of UsePrivacy & Cookies

智能索引记录