Big Data vs Big Brother

The semiconductor industry is undergoing one of the most significant transformations in its history. Once viewed as a cyclical and often volatile corner of the technology world, semiconductors are now emerging as a structural growth engine powering the next era of global innovation.

Recently, Morgan Stanley Wealth Management Australia hosted its inaugural Wealth Education Program, WISE Australia (Wealth, Impact, Stewardship, and Empowerment).

Artificial intelligence (AI) has rapidly evolved, with significant investments made in training large-scale models. Now, the industry is entering a new and potentially much larger phase: AI inference.

Gold has taken centre stage in 2025, breaking through the US$4,000 per ounce mark in October – signalling a year-to-date gain of over 50% and a 20% rise since mid-year.

The rise of Embodied Artificial Intelligence (AI) - spanning humanoid robots, industrial automation, and autonomous vehicles - is reshaping the global investment landscape.

We’re proud to announce that <span style="font-weight:600;">Morgan Stanley Wealth Management Australia</span> has been awarded <span style="font-weight:600;">both the Licensee Managed Account and Multi Asset categories</span> at the <span style="font-weight:600;">2025 IMAP Managed Account Awards</span>.

Cloud Computing’s Next Wave: A Supercycle Fuelled by AI and Enterprise Migration

Four Australian trends to watch from Morgan Stanley’s senior strategists.

Morgan Stanley sits down with Arista Networks CEO Jayshree Ullal to explore how the company maintains startup agility as an industry leader.

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.

2025 should be another good year for risk assets: Moderate growth and disinflation support elevated valuations.

Following the US election and improvements in the economic landscape, we see significant investment potential in the financial sector, particularly among the US banks.

Airline companies have traditionally been a challenging investment, but we believe the outlook has become more favourable especially for those premium carriers.

Donald Trump’s decisive U.S. election victory has equity markets cheering, but rich valuations, lofty earnings targets and risks around policy timing should give investors pause.

Discover how tax cuts, tariffs and deregulation could shape markets and impact your investments over President Trump’s second term.

Artificial Intelligence (AI) will continue to be a major focus, with strong capital investment expected in the second half of 2024. Major cloud providers are increasing their spending on AI servers due to high demand that outstrips supply. Currently, semiconductor and data center investments are still in their early stages and are expected to grow over the coming years. Learn more.

Certain economic indicators and stock market trends have historically forecasted which U.S. presidential candidate is likely to prevail. Here’s what investors should know.

How software-defined vehicles are changing the auto market and paving the way for the self-driving cars of the future.

While educators debate the risks and opportunities of generative AI as a learning tool, some education technology companies are using it to increase revenue and lower costs.

Morgan Stanley recently updated its macro and market assumptions for 2024 and 2025. We present the key takeouts and implications for Australian Investors.

Longevity, decarbonisation and technology disruption could provide long-term investment opportunities.

The weather phenomenon could bring surging temperatures, higher food prices and stubborn inflation. How can investors prepare?

Nature generates trillions of dollars in economic value, and its degradation puts ecosystems and economies at risk. Governments, companies and investors are working to ramp up investments that protect nature.

As inflation finally seems to be coming under control, and growth is slowing as the global economy feels the full impact of higher interest rates, 2024 could be a compelling year for bonds.

An uptick in retail fund flows, the end of the U.S. Fed’s rate hikes and a U.S. presidential incumbent seeking re-election are among the positive indicators for equities this year.

Investment scams are growing in volume and sophistication which is costing Australians more than $1 billion a year as reported by Australian Competition and Consumer Commission (ACCC).

A new president’s policy reforms could spur economic growth and the rise of a mass consumer market, with potential opportunities in mobile banking and consumer goods.

Generative AI will likely affect a wide range of professions and create new occupations. Morgan Stanley economists break down the revolutionary technology’s near-term impacts on labour and the economy.

Delta Air Lines CEO Ed Bastian talks about how the COVID-19 pandemic helped build brand loyalty, his conviction to take tough stands and how he sees sustainability shaping the future of air travel.

Private credit, which can offer floating interest rates that increase in tandem with benchmark rates, has seen significant growth in recent years and could become a US$2.3 trillion market by 2027.

Pascal Soriot, the CEO of AstraZeneca, talks about how AI is changing drug development, the significance of ‘smart chemo’ and why real innovation requires taking risks.

A rebound in growth stocks helped sustainable funds beat traditional funds in the first half of 2023, as assets under management rose and ESG investors increased their use of restriction screening.

The industry is in the early stages of using AI and machine learning to drive new revenue and boost efficiency.

Bill Gates has spent a lifetime chasing what he calls “wild ideas.” Now he’s focused on breakthroughs in clean energy and digitalization as a tool to tackle global poverty.

On June 7 and 8, Morgan Stanley hosted its highly anticipated 2023 Australia Summit in Sydney. Continuing the theme of Disruption, the annual event brought together some of the world’s most sought-after thought leaders to discuss key disruptive forces shaping the competitive landscape, and trends across major industries.

Morgan Stanley sits down with Nandan Nilekani, one of the visionaries behind India’s digital transformation, to discuss how India’s digitalisation is transforming healthcare, education and banking in India—and driving its economic growth.

Morgan Stanley sits down with Harley-Davidson CEO Jochen Zeitz to talk about what might be the biggest challenge of his career: making sure the iconic brand stays relevant without losing its authenticity.

Morgan Stanley sits down with Northrop Grumman President and CEO Kathy Warden to talk about how one of the world’s largest aerospace companies thinks about innovation and exploration.

Luxury brands are poised to soar as high-spending Chinese consumers emerge from COVID restrictions.

Investors are increasingly looking at the power of companies’ network of users, which can make or break a start-up.

AI beyond the hype, a potential breakthrough in health tech, a near-term opportunity in PCs and more trends in technology and beyond.

Morgan Stanley sits down with Markus Krebber, CEO of Germany’s RWE, to talk about how the company has transformed from one of the world’s largest brown coal producers to a leader in the global transition to clean energy.

Deglobalisation, decarbonisation and technology diffusion could provide investment opportunities in the years ahead.

2022 was an eventful year for markets, and the early signals from 2023 suggest that the intensity is unlikely to ease anytime soon.

Morgan Stanley sits down with Nikesh Arora, Chairman & CEO of Palo Alto Networks, to talk about how the pandemic changed the cybersecurity landscape.

Corporate travel budgets are recovering to pre-COVID levels, our new survey finds. See where companies are spending in the year ahead.

A bull cycle has begun in emerging market equities, with China, Korea and Taiwan helping to lead a recovery from a long bear market.

Amid volatility in stocks and bonds, institutional and individual investors might seek diversification in the growing private equity secondaries market.

Put away your stagflation playbook – this is not the 1970s.

Morgan Stanley sits down with Doug McMillon, President & CEO of Walmart, to talk about how the company pulled off one of the greatest omnichannel transformations in retail history—and why sustainable business practices benefit the bottom line.