Morgan Stanley’s 2026 Outlooks
"The outlook remains constructive, but success in the second half of 2026 will depend on being selective, diversified, and prepared for volatility."
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 Midyear Investment Outlook: Constructive, not complacent
05/26/26
AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance.
2026 Midyear Economic Outlook: AI drives resilient growth
05/26/26
Growth softens in the second half of 2026, hurt by higher energy prices, but recovers in 2027 in a baseline outlook that includes resolution to the oil supply shock.
Midyear Economic & Investment Outlook
Wednesday, June 3 | 12:15 PM ET
Join Morgan Stanley thought leaders and strategists as they look beyond day-to-day headlines to discuss key economic, market and policy drivers shaping the back half of 2026.
Timely discussions on key investing topics
Hear commentary on the latest events and forces shaping the markets in Morgan Stanley’s Thoughts on the Market podcast.
Growth Faces an Energy Test
May 14, 2026
Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his mid-year outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks.
Investing Through an Uneasy Boom
May 15, 2026
Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatility.
The Case for Staying Bullish on Equities
May 19, 2026
Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI’s impact remain stronger than many investors appreciate.
How can E*TRADE from Morgan Stanley help?
Artificial intelligence
Find investing opportunities in this growing field of technology.
Energy powerhouses
Find opportunities to invest in firms that are helping to meet the world's energy needs with oil, gas, alternative energy sources, and more.
Government-backed bonds
Bolster your portfolio with funds that invest in US government-backed bonds—widely considered the safest, lowest-risk securities available.
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
Discover ways to diversify into a precious metal that many investors consider a potential safe haven when the economy slumps.
Hedging Inflation
Discover ways to invest in securities that may help your portfolio resist the effects of inflation while also keeping risk and volatility in check.