Concern around toxic e-waste threatens to lengthen hardware upgrade cycles, but trade-in programs could be a buoy:
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Consumers Move to Cut Toxic E-waste | Morgan Stanley
You don’t have to be a millionaire to have a meaningful impact on causes you care about. Combining philanthropic gifts with volunteering can make a big difference. Learn how:
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How to Give to Charity . . . if You’re Not a Millionaire | Morgan Stanley
Inflation expectations collapsed due to the pandemic, but we already see signs of its return. Learn more:
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Are you interested in investing in ways that can help drive positive climate outcomes? I can help you align your investments with your vision for a more sustainable world.
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On Climate, Investors Seek Positive Change | Morgan Stanley
Hackers and fraudsters work around the clock. We do too. See how Morgan Stanley proactively learns from and responds to cybersecurity threats.
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Going on the Offensive
The habits of top golfers can also be applied to how you invest. A pro in both the game and the market explains.
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The Surprising Connection Between Golf and Investing | Morgan Stanley
More access. More value. More protection. These are just a few perks of our Morgan Stanley CashPlus brokerage account. Click below or contact us for more details.
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CashPlus: A Modern Alternative to Banking | Morgan Stanley
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.
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Should Investors Prepare for No Stimulus? | Morgan Stanley
Mandell Crawley – a thought leader at Morgan Stanley – was invited to speak on Bloomberg’s Masters in Business podcast. I appreciate his overview of the history of our industry, ESG, active vs. passive investing, and other factors that inform the decisions I make for my clients.
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Mandell Crawley on the Private Wealth Business (Podcast)
Smart devices can be lucrative targets for cyber thieves. See how to protect your IoT devices while still enjoying their benefits.
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Protecting Your Smart Devices | Morgan Stanley
Are you worried about the election? A look at historical market implications of presidential elections shows that many investor fears are misplaced. I can help you prepare your portfolio for either outcome. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
Trade tensions, secular trends and COVID-19 add up to a multipolar world. Here's what it means for investors.
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Mapping the New Multipolar World Order | Morgan Stanley
See four non-U.S. markets that may have advantages over the S&P 500, in part due to changes brought by the COVID-19 recession:
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The Case for Non-U.S. Stocks | Morgan Stanley
The internet can be a risky playground for kids and teens. It’s important to educate them about how to engage with others online and explain what content is ok to share.
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Social Media Safety For Kids
One way to address climate change risk in equity portfolios? Invest in high-quality, low-carbon companies.
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Climate Risk in Stock Portfolios | Morgan Stanley
You still have time to make some money moves before the end of the year. Read about what steps we can take to help prepare you for 2021.
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Fall Planning for Your Finances | Morgan Stanley
MS & Co. CIO Mike Wilson believes that the bull market is intact, but the breadth of the rally has deteriorated since June. Learn more:
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GIC Investment Perspectives September 2020 - 1369081
'Big Tech' rally sends stocks sharply higher on Monday. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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.
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U.S. Election 2020: Straightaways and Detours | Morgan Stanley
COVID-19 and social distancing are driving tech innovations that could outlast the pandemic. Learn how that could be an opportunity for investors:
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Is the Pandemic Accelerating Digital Disruption? | Morgan Stanley
Seniors face unique cybersecurity threats, but are often unaware of the risks. Speaking to our parents, grandparents and loved ones about online security can help protect them from fraud.
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Steering Clear of Scams For Seniors
MS & Co. CIO Mike Wilson notes that although the bull market appears intact, investor sentiment has remained remarkably skeptical. Learn more:
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GIC Investment Perspectives October 2020 - 1384238
While stocks have grown more volatile as the election approaches, interest rates have barely budged. That may not last once the election outcome is clear. Here’s why:
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An Election Investing Strategy from Now to November | Morgan Stanley
The end of the year will be here before you know it. Learn the money moves you can make this Fall to help set yourself up for 2021.
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Fall Planning for Your Finances | Morgan Stanley
A username and password are no longer enough to protect access to your sensitive accounts. Consider using a security key, the most advanced form of multi-factor authentication available
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What is a Security Key?
We looked at 108 indices to see which assets may benefit based on who wins the presidential election. We found that the differences are significant and that conventional wisdom often doesn’t align with market results. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
Congress is unlikely to impose new taxes on individuals in 2021 regardless of the political party in office. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.
Corporate tax proposals may create pressure for the pharmaceuticals industry while concerns regarding the financial services sector may be overblown. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.
Earnings are more unpredictable than ever, but there's alpha to be had in earnings—and revenue—surprises.
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A New Take on the Earnings Surprise Strategy | Morgan Stanley
Checking in on the state of your parents’ estate isn’t easy. Let’s connect to start the estate planning strategy process with your family.
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The State of Your Parents' Estate | Morgan Stanley
Investor fears concerning a contested election may be overblown as there may be a faster path to resolution than many expect. To learn more about elections and markets, see the latest US Policy Pulse, “Positioning for Delayed Results.” DM me for a copy.
With so much uncertainty over the next month, our strategists say a pullback in the stock market is likely in the near term. Wealth Management’s Dan Skelly explains why on Bloomberg.
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Skelly: Why a Pullback for Stocks Is Likely | 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.
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Is the Worst of the Correction Over? | Morgan Stanley
New and emerging computing paradigms draw on quantum physics and biology to drive radical improvements in efficiency, processing power and reasoning.
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Could a Computer Think Like a Human? | Morgan Stanley
We expect two major unknowns to be resolved soon: the election and the approval of a COVID-19 vaccine. Here’s what that means for markets:
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At Morgan Stanley, we’re focused on fortifying your finances no matter what—whether that means revisiting your retirement plans, balancing out your budget, or reassessing long-term goals. It’s your life and your wealth. Let’s make a plan to better it, together.
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Your Life, Your Wealth: Planning for a New Tomorrow | Morgan Stanley
Proud of my Morgan Stanley colleagues around the world who participated in the Move for Meals campaign to help fight hunger. Collectively, we logged nearly 240 million steps in just three days! The Firm is matching our efforts by donating $2.5 million, which is the equivalent of 25 million meals, through grants to our feeding partners around the world. Learn more about how we give back: https://mgstn.ly/2G7tD1r
Learn how the pandemic gave rise to a new virtual process for companies to go public. Is it here to stay?
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IPOs Go Virtual During Pandemic | Morgan Stanley
MS & Co. CIO Mike Wilson believes we're in a new cyclical bull market in the context of a long-term secular bull market. Learn more:
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GIC Investment Perspectives November 2020 - 1397886
Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate. Learn how gender-themed investing can avoid equality laggards, seek out leaders and invest in companies whose products improve the lives of women.
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Addressing Gender Equality in Impact Investing | Morgan Stanley
There are so many organizations that honor veterans’ service to our country. For Veterans Day, consider these suggestions for how you can maximize your impact:
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Giving Back to Veterans | Morgan Stanley
The current environment may provide a backdrop that is favorable to gold. Here's why:
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A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more.
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Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Do you know how taxes will affect your investment returns? Investors sometimes overlook this question. As a CERTIFIED FINANCIAL PLANNER (CFP®), I consider your full financial picture to help build a tax-smart portfolio. Together with your tax advisor, we can coordinate and review your investments for tax efficiency.
Coverage gaps in your insurance can lead to unwanted financial exposure. Learn more about how a simple risk assessment can go a long way in closing these gaps.
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How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Extreme swings in the VIX—a rise in the volatility of volatility—suggest important changes in market dynamics could take hold with the new business cycle.
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Time to Reconsider Conventional Investing Wisdom | Morgan Stanley
The COVID-19 crisis has been a catalyst for transformation of the technology sector. Learn more:
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China could represent an attractive long-term strategic investment opportunity. Here’s why:
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3 Reasons Investors Shouldn’t Overlook China’s Economic Rebound | Morgan Stanley
U.S. airlines could recover to pre-COVID levels by late 2021/early 2022, but expect near-term turbulence. New insights for investors.
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U.S. Airlines Prepare for Takeoff—With Possible Delays | Morgan Stanley
Despite a strong first half of November, the S&P 500 may not break out of its current range until more uncertainty lifts. Here’s why it’s a good idea to keep an eye on the yield curve:
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What the Yield Curve May Be Trying to Tell Investors | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
What are the risks to travel right now and how can you do it safely? Learn what some establishments are doing to increase safety measures:
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Keeping You Safe While Traveling During COVID
As the healthcare industry reaches a seminal moment, learn three key topics that will shape its future.
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3 Themes Shaping Healthcare | 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.
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Special Episode: 2021 U.S. Outlook | Morgan Stanley
Your phone is the gateway to some of your most sensitive accounts. What is the most important thing you can do to help secure your device?
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How to Protect Your Mobile Phone
Estate planning is an emotional subject. It can also be complex and difficult. Combined, these qualities make estate planning an endeavor you should make with a trusted Financial Advisor. As a CERTIFIED FINANCIAL PLANNER (CFP®), I’m experienced in helping families navigate the decisions and conversations that will be needed to make your estate plan a successful one. Let's connect to talk about how we can help ensure your wishes for your legacy are honored.
Learn how asset owners can build a dynamic sustainable investing strategy by adopting these four steps.
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Sustainable Investing in 4 Steps | Morgan Stanley
Even with news outlets naming Joe Biden the President-elect, headlines about the transition of power will likely contribute to volatility. Here’s what investors should do:
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Election 2020: Investors Should Focus on the Big Picture | Morgan Stanley
While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets:
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End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday.
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Your 2020 Guide to Holiday Giving | Morgan Stanley
With the election finally here, learn why we believe investors should favor the early-cycle recovery playbook—cyclicals over defensives, small over large caps, equal-weighted over cap-weighted S&P—and which sectors are likely to benefit under each candidate. DM me for a copy of our report, “US Policy Pulse: Biden vs. Trump: Sector Risks and Opportunities."
All the best to everyone this holiday season!
Creating a budget and sticking to it can be difficult, but it doesn’t have to be. Learn how our Spending and Budgeting tool can help. We can use it together.
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Online Financial Tools | Morgan Stanley
5 signs it may be time to review your company’s retirement plan provider.
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Outgrown Your Retirement Plan | Morgan Stanley at Work
There is now about $16.5 trillion of negative-yielding debt worldwide. See what that means for your portfolio:
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Cryptocurrencies, still experimental in nature, are not regulated and have no tangible value. Learn more:
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As average life spans increase, it’s important to understand and prepare for possible long-term care expenses. Learn how you can financially prepare yourself.
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Planning for the Rising Costs of Health Care | Morgan Stanley
Investors should prepare now for the economic recovery we expect to see next year. Learn more:
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You use your phone to track your physical wellness -- why not use it to track your financial wellness too? The Morgan Stanley Mobile App makes managing your money easier than ever. Learn more:
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Online Wealth Management | Morgan Stanley
While market performance is more closely correlated with the business cycle than with the political party in office, the two sides present different sector-level risks and opportunities. Learn which sectors we believe may benefit under each candidate. DM me for a copy of our report, “US Policy Pulse: Biden vs. Trump: Sector Risks and Opportunities."
Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end.
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Donor Advised Funds: Giving to Charity | Morgan Stanley
Split the cost of a group gift easily with #Zelle. Look for Zelle in Morgan Stanley online and the mobile app and #GiftBetter. Learn more:https://mgstn.ly/36YaJnf
Still looking for the perfect gift? Make an impact when you shop from Morgan Stanley Gifts for Good Guide.
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Gifts for Good
Today is the first day of winter! What traditions are you looking forward to this season?
Jeff McMillan, Chief Analytics and Data Officer for Morgan Stanley Wealth Management, sat down with Nasdaq’s TradeTalks to discuss financial planning for veterans and the unique skillsets they bring to the table for corporate America.
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#TradeTalks: Financial planning for veterans and the unique skillsets they bring to the table
In the next few months, positive catalysts are likely to dominate the economic outlook. See three signs of light at the end of the 2020 tunnel:
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Seeing Light at the End of the Tunnel | Morgan Stanley
Planning for your next American road trip? Here are some tips to travel smartly and safely and some perks for Morgan Stanley Reserved Living & Giving members!
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The Great American Road Trip
Tax efficiency makes a big difference. Let’s talk before year-end.
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Tax-Aware Strategies for Your Wealth Plan | 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.
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2021 Global Economic Outlook: The Next Phase of the V | Morgan Stanley
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.
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These Steps May Reduce Your Taxes | Morgan Stanley
After a year of chaos, the 2021 investment outlook is refreshingly normal: Trust the recovery and, for most assets, stick with the early-cycle playbook.
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2021 Investor Strategy Outlook: 6 Takeaways for the Year Ahead | Morgan Stanley
‘Tis the season for joy, love and peace. Merry Christmas!
Most of us are eager for 2021 to begin, if only for the hope a new year can bring. Consider these four steps to help you reset your finances in the new year, from my colleague, Krystal Barker Buissereth, who leads our Financial Wellness business.
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2021: Time for a Financial Reset | 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.
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What’s in Store for ESG Investing? | Morgan Stanley
Would you like to get started investing for a future goal? See our guide:
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There are increasing signs that positive catalysts that led stocks to new highs may be fully priced in U.S. markets. See three key examples:
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Searching for New U.S. Stock Market Catalysts | Morgan Stanley
Wishing everyone a happy and healthy New Year!
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more:
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Elements of a Tax-Smart Portfolio | Morgan Stanley
As we add more and more smart devices to our daily lives, we face a tradeoff between privacy and convenience. What’s the right balance for you?
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Should You Be Worried About Your “Smart” Devices?
Tax efficient strategies can have a surprisingly large impact on lifetime wealth accumulation. Learn more:
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Check in on your portfolio from wherever you are with Morgan Stanley Online. Learn more about how secure and easy it is to manage your investments and everyday finances:
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Mobile App & Online Wealth Management | Morgan Stanley
The top-five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more:
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Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
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What are your New Year’s resolutions this year? If getting your finances organized is one of them —keep track of spending, budgeting and savings with the Morgan Stanley Spending + Budgeting Tool. Learn more and let’s talk soon about your goals for 2021.
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Online Financial Tools | Morgan Stanley
Lori Sackler shares how hiring the right third-party professionals can help ensure successful familial financial talks.
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How Professionals Help Money Talks | Morgan Stanley
Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Given recent market volatility, you may need to tweak your portfolio or adjust your savings rate to meet your investing targets in 2021. I can help you determine the right moves for your financial situation.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how:
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Tax-Smart Strategies for Your Retirement | Morgan Stanley
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
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Preparing for a Post Pandemic Market | Morgan Stanley
"Four million privately held businesses stand to change hands over the next two decades. Three quarters of those owners do not have an exit plan.” Find out how Morgan Stanley can support small businesses from Liz Dennis, Head of Strategic Client Management.
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Monetizing Your Small Business | Morgan Stanley Minute
Most preferreds issue qualified dividends, which are taxed at lower rates than income from bonds. Call me to discuss this option.
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Understanding Bank Preferreds | 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?
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Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
If you dipped into your rainy day to cover expenses in 2020—or never had one in the first place—make it a top priority in 2021 to set aside three to six months of expenses. Not sure where to start? I can help.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected.
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How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Reducing or consolidating your debt can simplify your financial life and ease money-related stress. That makes it a great financial resolution to consider going into 2021. Contact me today to discuss the right debt management strategy for your situation.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Financial security can bring peace of mind, but a sound plan requires more than just luck. Our goals-based advice combines both investments and protection solutions.
Here’s why it’s important to have a lens on the benefits executives and their families need.
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Executive Plan Design | Morgan Stanley at Work
The financial sector is among our top ideas for 2021. Here’s why:
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5 Reasons to Consider Investing in Financials in 2021 | Morgan Stanley
Before you return to pre-pandemic spending habits, take a closer look at your budget. There may be some line items that aren’t as necessary as you once thought. I can help you design a new budget for a New Year.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See “US Policy Pulse: Preparing for Biden’s First 100 Days,” to learn more. DM me for a copy.
Fiscal and monetary actions during the pandemic have led to unconstrained growth in federal debt and deficits. Learn more:
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As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets?
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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:
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Coronavirus and Mental Health: A Study | Morgan Stanley
“For them it’s the biggest milestone, the biggest accomplishment, the sale of a business, or an important event for their family. For them, it’s the first and only time. We have seen this literally thousands of times, in thousands of iterations,” says Head of Field Management Vince Lumia.
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Depth of Real Financial Advice | Morgan Stanley Minute
Learn about the gaining popularity of SPACs and why issuers, companies and investors are choosing it vs. IPOs.
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SPACs, an IPO Alternative, Explained | Morgan Stanley
Practicing good password security is one of the best steps to improve your online safety. Learn how to add layers of security to your accounts, from complex passwords to password managers.
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Password Security
Smaller-cap stocks in sectors that are sensitive to the economic recovery may outperform in 2021 and beyond. Learn more:
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2021 & Beyond: An Investor Playbook for the New Business Cycle | Morgan Stanley
Here’s why it’s important to have a lens on the benefits executives and their families need.
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Executive Plan Design | Morgan Stanley at Work
Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more:
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3 Takeaways from a More Unified Government | Morgan Stanley
Watching our children for signs of increased anxiety and depression can help get them the care they need sooner. New firm-sponsored research from the Child Mind Institute shows how children’s mental health has been impacted during the pandemic. Here’s more on our findings.
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Coronavirus and Mental Health: A Study | Morgan Stanley
New car? eAuthorizations makes it easy to securely approve your down payment with one click. Enroll now on the Morgan Stanley Mobile App.
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Online Security Center - Digital Tools | Morgan Stanley
Morgan Stanley Capital Partners has been recognized by Inc. as a Top 50 Private Equity Firm for Entrepreneurs and Family-Owned Businesses. The investors on this list have demonstrated they have entrepreneur’s backs, a quality especially important during a global pandemic. Learn more.
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Morgan Stanley Capital Partners tabbed as a Top 50 PE Firm for Family-Owned Businesses
All of us at Morgan Stanley are committed to providing exceptional service for our clients every day. Congratulations to our client service center for the recognition from J.D. Power for exceptional customer service for phone support in Cash Management and Digital Support and Stock Plan Services.
An abundance of liquidity is threatening to potentially unmoor real 10-year Treasury yields and drive up inflation. WM’s Lisa Shalett discusses this “double-edged sword” on Bloomberg.
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Shalett: Too Much Liquidity? | Morgan Stanley
Learning and celebrating this Black History Month with great resources like this one from the National Park Service.
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African American Heritage (U.S. National Park Service)
New bull markets typically begin when a recession has ended and usually run for years not months, says MS & Co. CIO Mike Wilson. Learn more:
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GIC Investment Perspectives February 2021 - 1430381
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
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Personal Cybersecurity Checklist | 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.
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The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
For 2021, GIMA is adding Real Assets, Infrastructure, Green Energy, Direct Lending, and Opportunistic Real Estate to its alternative investing themes. Learn more:
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Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
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Planning Today to Help You Thrive Tomorrow | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
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Tips to Prepare for Tax Day | Morgan Stanley
Discover equities debates where the firm’s views diverge from market consensus. 7 themes that could shape industries and drive asset prices in 2021.
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7 Ideas That Could Add Alpha in 2021 | Morgan Stanley
Investors should prepare now for the economic recovery we expect to see in the second half of this year. Learn more:
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Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Wishing everyone a sweet Valentine’s Day!
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.
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Thoughts on the Market Podcast | Morgan Stanley
Did you know that 90% of women have one or more risk factors for developing heart disease? Join me in raising awareness by knowing the facts. #GoRedforWomen
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Facts
In honor of Black History Month, join me in exploring the virtual exhibits and digital resources from the National Museum of African American History and Culture in Washington, DC.
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National Museum of African American History and Culture
It will take a global effort to combat climate change. Now that we are on track to officially re-enter the Paris Climate Agreement, learn more about the commitments you can make as an investor:
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On Climate, Investors Seek Positive Change | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
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Tips to Prepare for Tax Day | Morgan Stanley
Discover equities debates where the firm’s views diverge from market consensus. 7 themes that could shape industries and drive asset prices in 2021.
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7 Ideas That Could Add Alpha in 2021 | Morgan Stanley
Have your paid your taxes yet? You can now electronically authorize checks to third parties using eAuthorizations on Morgan Stanley Online or the Mobile App. So save a trip to the Post Office and enroll in eAuthorizations today.
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Online Security Center - Digital Tools | Morgan Stanley
While rates remain stagnant in 2021, the cash investment landscape is ever-changing. Read our Global Liquidity team’s outlook on the new year.
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The More Rates Stay the Same, the More Things Change
Even though last year’s “stay at home” winners outperformed in January, we suggest investors emphasize less expensive stocks tied to the post-pandemic economic recovery. Here’s why:
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Keep Your Eyes on the Recovery | 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.
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Thoughts on the Market Podcast | Morgan Stanley
Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout.
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Understanding the Volatility Playbook | Morgan Stanley
Cooperation between businesses and regulators as they combat COVID-19 is leading to more innovation in health care. Learn more:
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Learn how markets can help address complex ESG problems such as coronavirus, climate change and inequality.
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How Business Can Drive Sustainability | Morgan Stanley
Increasingly there are ways that the public and private sector can work together to combat climate change, arguably one of the greatest systemic challenges of our time. Learn more about the role you can play as an investor:
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On Climate, Investors Seek Positive Change | Morgan Stanley
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets:
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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.
A tale of two halves. Our Active International Allocation team explains how their outlook changes throughout 2021. Learn more.
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Active International Allocation 2021 Outlook: A Tale of Two Halves
The biggest risk to equities and other long-duration risk assets will come from the interest rate channel, says MS & Co. CIO Mike Wilson. Learn more:
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GIC Investment Perspectives March 2021 - 1439432
There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding:
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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.
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Still a Bull Under the Hood | Morgan Stanley
Widespread agreement about where the economy and markets are heading may set up risks for later this year. Here’s why:
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Consensus on Recovery Could Lead to Market Instability | Morgan Stanley
Which hedge fund strategies may see renewed opportunities in 2021? Our Hedge Funds Team explores high active risk, opportunistic investments, alternative yield and risk mitigation.
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Today’s Hedge Funds: Solutions to a 60/40 Problem
Five areas of the bond market may offer opportunities for higher yields and portfolio diversification.
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2021 Credit Outlook: Finding Yield | Morgan Stanley
Legend says each leaf of the clover has a meaning: Hope, Faith, Love and Luck. Wishing you all of those things this St. Patrick's Day!
Don’t let the comforts of home cause you to relax your security standards. Home workstations are now 350% more likely to contain malware than an in-office corporate network. Stay informed and learn how protect yourself from potential threats:
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Cybersecurity Tips for Remote Work | Morgan Stanley
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look behind the increased interest.
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2021: A New Space Economy | Morgan Stanley
As we celebrate Women’s History Month, let’s continue to find ways to highlight the impact of women across society. Let’s talk about opportunities that may help drive social change and greater gender equality.
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Women Changing the Conversation | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
In our increasingly connected world we fight back against new threats every day. Here’s Jen Easterly, Global Head of our Cybersecurity Fusion Center, explaining how in a Morgan Stanley Minute.
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Cybersecurity in the Connected Age | Morgan Stanley Minute
“I truly believe women portfolio managers can provide uncorrelated returns. It’s just that most of these women are unknown.” Tracy Castle-Newman, Chief Operating Officer for Global Institutional Equity Distribution, shares her advice on the value of supporting female portfolio managers in a Morgan Stanley Minute.
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The Power of Female Portfolio Managers | Morgan Stanley Minute
Bjarne Stroustrup created C++ as a versatile tool that wouldn’t just meet his immediate needs as an engineer, but could also be endlessly adapted for other applications. Here’s the Secret Engine of Everything in a Morgan Stanley Minute.
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Bjarne Stroustrup on C Plus Plus | Morgan Stanley Minute
Will an M&A rebound gain steam in 2021? Morgan Stanley bankers see potential strength in select sectors.
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M&A in 2021: Recovery and Acceleration | Morgan Stanley
Learn where investors may want to look for opportunities, in what could be year two of the bull market.
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2021 Stocks: Optimistic but Buckle Up | 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.
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Thoughts on the Market Podcast | Morgan Stanley
