Wishing you a sweet New Year!
COVID-19 and social distancing are driving tech innovations that could outlast the pandemic. Learn how that could be an opportunity for investors:
MORGANSTANLEY.COM
Is the Pandemic Accelerating Digital Disruption? | Morgan Stanley
This year is the 85th anniversary of our firm, and we're celebrating with a 5-part documentary on the history of Morgan Stanley, in which we uncover the people, ideas and decisions that shaped our firm.
OURHISTORY.MORGANSTANLEY.COM
Our History — Morgan Stanley
Why gridlock on the next U.S stimulus package—combined with election year uncertainty—suggests there could be more downside in September and October.
MORGANSTANLEY.COM
Could the Correction Continue Further? | Morgan Stanley
As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.
MORGANSTANLEY.COM
Why Vaccine Discovery Is Just the Beginning | Morgan Stanley
On September 11th, we remember the first responders, the innocent victims, resolute members of the military, families who lost loved ones, and ordinary Americans who showed extraordinary bravery in the face of the attacks.
With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news.
MORGANSTANLEY.COM
Should Investors Prepare for No Stimulus? | Morgan Stanley
With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks.
MORGANSTANLEY.COM
Near-term Correction; Long-term Recovery? | Morgan Stanley
How can the world meet growing energy demand while controlling carbon emissions? Morgan Stanley’s global oil strategist tells this complex and important story in 11 charts.
MORGANSTANLEY.COM
Energy and Climate Change: A Story in 11 Charts | Morgan Stanley
Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?
MORGANSTANLEY.COM
The New Definition of “Peak Oil”? | Morgan Stanley
What is the road ahead for global markets between now and inauguration day? The answer may fall into two categories: straightaways and detours. Part one of a special two-part episode.
MORGANSTANLEY.COM
U.S. Election 2020: Straightaways and Detours | Morgan Stanley
In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets.
MORGANSTANLEY.COM
U.S. Election 2020: Divided Government Scenarios | Morgan Stanley
Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.
MORGANSTANLEY.COM
Is the Worst of the Correction Over? | Morgan Stanley
All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.
MORGANSTANLEY.COM
Markets Parse Election Results, Jobs Report | Morgan Stanley
Amid the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.
MORGANSTANLEY.COM
Why the Election Just Got Trickier | Morgan Stanley
The holidays might look different this year, but one thing that won't change is our desire to give to the people and causes we care about. Here are some modern ways to do it.
MORGANSTANLEY.COM
Your 2020 Guide to Holiday Giving | Morgan Stanley
Confidence in the ability of the central bank to suppress market volatility through aggressive policy may be misplaced.
MORGANSTANLEY.COM
An Artificial Calm? | Morgan Stanley
As President-elect Joe Biden prepares to take office, foreign policy, trade, COVID-19 and stimulus are just a few of the variables ahead for markets.
MORGANSTANLEY.COM
Post-Election 2020: What’s Ahead for Markets and Policy? | Morgan Stanley
Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The outlook for investors.
MORGANSTANLEY.COM
Special Episode: 2021 U.S. Outlook | Morgan Stanley
As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit.
MORGANSTANLEY.COM
Giving Thanks for a Brighter 2021 | Morgan Stanley
Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.
MORGANSTANLEY.COM
Special Episode: 2021 Global Outlook | Morgan Stanley
Why the global V-shaped economic recovery has stayed on track, despite recently rising COVID cases and shutdowns, putting 6.4% GDP growth in reach for 2021.
MORGANSTANLEY.COM
2021 Global Economic Outlook: The Next Phase of the V | Morgan Stanley
Tax efficiency makes a big difference. Let’s talk before year-end.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Have you seen our Morgan Stanley Minute videos? Our firm’s thought leaders break down the most complex investment topics of the day.
MORGANSTANLEY.COM
Investment Insights from Our Leaders | Morgan Stanley Minute
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you.
MORGANSTANLEY.COM
These Steps May Reduce Your Taxes | Morgan Stanley
On this special edition of the podcast, we discuss the outlook for sustainability and ESG investing in 2021 with some key themes for investors to watch.
MORGANSTANLEY.COM
What’s in Store for ESG Investing? | Morgan Stanley
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more:
MORGANSTANLEY.COM
Elements of a Tax-Smart Portfolio | Morgan Stanley
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here:
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Global demand for food is expected to increase 50% by 2050, at a time when climate change threatens key crops. 4 key sectors could provide answers.
MORGANSTANLEY.COM
The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
After all the challenges in 2020, make 2021 a year of self-improvement. Take advantage of any programs your employers offers for your physical or mental health, and contact me for help boosting your financial wellbeing.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets?
MORGANSTANLEY.COM
Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
For children, stressors like isolation, financial changes and food insecurity rank higher than COVID-19 itself. That’s just one finding from new research, sponsored by Morgan Stanley, from our partners at the Child Mind Institute. Learn more:
MORGANSTANLEY.COM
Coronavirus and Mental Health: A Study | Morgan Stanley
Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The potential drag from taxes on investment returns is not always clear, but can be material. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
2020 was a year of change, including in tax law! Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help.
The skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market.
MORGANSTANLEY.COM
The Surprising Connection Between Golf and Investing | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
MORGANSTANLEY.COM
Tips to Prepare for Tax Day | Morgan Stanley
Will Space be the disruptor of all disruptors? And how will the post-pandemic economy affect labor markets in Europe and inflation in the U.S.? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.
MORGANSTANLEY.COM
Thoughts on the Market Podcast | Morgan Stanley
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next?
MORGANSTANLEY.COM
Reimagining Travel | Now, What's Next? from Morgan Stanley
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
The current correction may be driven in part by the rise in U.S. Treasuries yields, but Chief Investment Officer Mike Wilson still sees a bull market in the value and more cyclically exposed equity categories.
MORGANSTANLEY.COM
Still a Bull Under the Hood | Morgan Stanley
What are the potential impacts of the new administration's infrastructure and environmental agenda? Will higher interest rates lead to inflation? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.
MORGANSTANLEY.COM
Thoughts on the Market Podcast | Morgan Stanley
Could there be a tougher road ahead for small caps? How long will it take to achieve herd immunity to COVID-19? Subscribe to Thoughts on the Market Podcast for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.
MORGANSTANLEY.COM
Thoughts on the Market Podcast | Morgan Stanley
Tax year 2020 isn’t done until you file your returns in 2021. As you prepare to file your income tax returns, review our checklist and resources for helpful tips and reminders: https://mgstn.ly/3vhwdGT
