Morgan Stanley’s 2026 Outlooks
"Heading into 2026, investors have every reason to feel optimistic."
Insights on what may be ahead
Explore in-depth summary analysis from Morgan Stanley investment managers and strategists looking at major asset classes, key investing themes, where the markets may be going, and how investors might respond.
2026 Investment Outlook: U.S. stocks shine in spotlight of favorable conditions
12/1/25
Risk assets are poised for a strong year in a friendly policy and macroeconomic environment, with U.S. stocks outperforming peers. U.S. government bonds are likely to weaken after a rally in the first half of the year.
2026 Economic Outlook: Moderate growth with a range of possibilities
12/2/25
U.S. consumer spending and capital expenditures on AI are likely to drive moderate growth as global inflation slows.
Year-End Economic & Investment Outlook
12/9/25
Watch the replay of an insightful conversation on the state of the U.S. economy, the American consumer and economic signals as we head into 2026.
Timely discussions on key investing topics
Hear commentary on the latest events and forces shaping the markets in Morgan Stanley’s award-winning Thoughts on the Market podcast.
2026 Global Outlook: Micro themes take the spotlight
11/20/25
Live from Morgan Stanley’s Asia Pacific Summit, Morgan Stanley’s Chief Fixed Income Strategist Vishy Tirupattur explains why he will be keeping an eye on micro trends evolving in the next year.
2026 U.S. Outlook: The bull market’s underappreciated narrative
11/19/25
Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth-positive 2026, despite near-term risks.
2026 Global Outlook: Slower growth and inflation
11/17/25
In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around the world are expected to perform and how central banks may respond.
How can E*TRADE from Morgan Stanley help?
Government-backed bonds
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Concentrating on commodities
Explore how an investment in raw materials, like oil and gold, could not only increase a portfolio's diversification, but may also provide a hedge against inflation.
Hedging with gold
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Mighty mega caps
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Japan's Return
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Artificial intelligence
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