Andrew Sheets: A Complicated 2021 for Emerging Markets?

Andrew Sheets: A Complicated 2021 for Emerging Markets?

With global growth set to exceed expectations in 2021, emerging markets assets would appear set for outperformance. But this year, three factors cloud that narrative.

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AI at Work: The Transformation Is Already Underway

AI at Work: The Transformation Is Already Underway

Our Head of European Sustainability Research Rachel Fletcher talks about how AI’s is quickly reshaping employment and productivity across key industries and regions.Read more insights from Morgan Stan...

20 Feb 4min

Could the U.S. Target a Weaker Dollar?

Could the U.S. Target a Weaker Dollar?

Our Global Head of FX and EM Strategy James Lord and Global Chief Economist Seth Carpenter discuss what’s driving the U.S. policy for the dollar and the outlook for other global currencies.Read more i...

19 Feb 10min

The Political Cost of the AI Buildout

The Political Cost of the AI Buildout

More Americans are blaming the AI infrastructure expansion for rising electricity bills. Our Head of Public Policy Research Ariana Salvatore explains how the topic may influence policy announcements a...

18 Feb 4min

A Novel Way to Shop Online

A Novel Way to Shop Online

Our Head of U.S. Internet Research Brian Nowak joins U.S. Small and Mid-Cap Internet Analyst Nathan Feather to explain why the future of agentic commerce is closer than you think.Read more insights fr...

17 Feb 11min

Introducing Hard Lessons

Introducing Hard Lessons

Iconic investors sit down with Morgan Stanley leaders to go behind the scenes on the critical moments – both successes and setbacks – that shaped who they are today.Watch and listen to the series on y...

16 Feb 2min

Why a Tariff Ruling Could Mean Consumer Relief

Why a Tariff Ruling Could Mean Consumer Relief

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insig...

13 Feb 4min

Signs That Global Growth May Be Ahead

Signs That Global Growth May Be Ahead

Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.Read more ins...

12 Feb 4min

The Future of North American Trade

The Future of North American Trade

With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insight...

11 Feb 4min

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