INVESTOR RELATIONS MEDIA RELATIONS CLIENT LOGIN Our Insights What We Do About Us Careers IDEAS Tech, Media & Telecom 2021: Post-Pandemic, Future Forward 6 articles COVID-19 pulled forward years of acceleration for tech, connectivity, streaming and e-commerce. How will this new pace of adoption and disruption change digital industry priorities post-pandemic? Read more Previous Are Alt RAN Solutions Telecoms’ Cure For High... Nov 12, 2021 ‘Buy Now, Pay Later’: Banking On Global... Nov 11, 2021 Into The Metaverse: Why Gaming Could Level Up In... Nov 12, 2021 Next Explore Market Trends Ideas MARKET TRENDS A STEP FORWARD FOR BUILD BACK BETTER Nov 24, 2021 The Build Back Better Act took a key step towards becoming law last week, signaling implications for fiscal policy and taxation as the bill heads to the Senate. MARKET TRENDS TWISTS AND TURNS IN 2022 Nov 23, 2021 An overview of our expectations for the year ahead across inflation, policy, asset classes and more. As with 2021, we expect many twists and turns along the way. MARKET TRENDS DIVERGING INFLATION VIEWS POSE A RISK Nov 23, 2021 Why the U.S. stock market seems to be overlooking Main Street’s inflation concerns, and what it could mean for investors. MARKET TRENDS 2022 EQUITY OUTLOOK FEEDBACK AND DEBATES Nov 22, 2021 With the release of our outlook for the coming year comes a cycle of feedback and debates from clients and investors. We look at those discussions around equity markets, valuations, and more in 2022. MARKET TRENDS 2022 GLOBAL ECONOMIC OUTLOOK: OPTIMISM IN THE NEW YEAR Nov 18, 2021 Andrew Sheets speaks with Chief Global Economist Seth Carpenter on Morgan Stanley’s more optimistic economic outlook for 2022 and how consumer spending, labor, and inflation contribute to that story. MARKET TRENDS THE LOW-INCOME REAL ESTATE STORY Nov 16, 2021 The housing market has seen record home price growth this year. But who does this boom benefit and who gets left behind? MARKET TRENDS ARE ALT RAN SOLUTIONS TELECOMS’ CURE FOR HIGH CAPEX? Nov 12, 2021 High capital costs have been a drag on telecoms for more than two decades, but that could change as new technology, including Open RAN and vRAN, redefines mobile networks. MARKET TRENDS HAS IT SPENDING RETURNED FOR THE U.S. AND EUROPE? Nov 12, 2021 Why Cloud Computing, Digital Transformation and Security Software could drive strong and steady IT spending growth in Europe and the U.S. for 2022 and beyond. MARKET TRENDS INTO THE METAVERSE: WHY GAMING COULD LEVEL UP IN 2022 Nov 12, 2021 Learn why new gaming platforms, in-game monetization and the merging of social media and gaming could fuel further growth in the gaming industry. A look at three trends for investors to watch. MARKET TRENDS WHAT THE FED WANTS, THE FED GETS Nov 11, 2021 Coming out of last week’s FOMC meeting, the Fed's wants are becoming clearer but the implications into 2022 for asset prices, interest rates and exchange rates remain to be seen. load more Explore more Ideas See the full archive of Morgan Stanley Ideas for our perspective on what's shaping the world today, and tomorrow. Browse all ideas Disclosures Investor Relations Corporate Governance Newsroom Careers Privacy & Cookies Terms of Use Contact Us Global Offices Equal Employment Opportunity © 2021 Morgan Stanley. All rights reserved. About Cookies On This Site Our site uses cookies and similar technologies so that we and our partners can remember you and better understand how you use our sites. For more information on how we use cookies, please see our Global Cookie Policy. To set your preferences for using our sites, please use our Cookie Consent Tool. accept