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Morgan Stanley offers resources and strategy services designed to help keep you informed of product and sector-specific market trends, as well as the overall economic environment and the potential effects economic variables may have on the equity market.

Equity Research Reports Covering over 2,300 different stocks, our renowned equity research reports provide relevant information on the company/industry, a stock weighting, industry view, and price target. Research reports may have significant influence; occasionally new recommendations can affect a stock’s price.

In addition to these standalone research reports, equity investors have access to the following publications:

US and the Americas Investment Perspectives (USIP) The USIP is Morgan Stanley’s flagship weekly publication which compiles the week’s key equity research reports, highlighting the best thinking from our Equity Research strategists, economists and analysts.

Closed-End Equity Funds Quarterly This overview provides U.S. and International outlooks and investment opportunities, as well as individual profiles for thirty-four actively managed closed-end equity funds under coverage.

Market Outlook This monthly essay, produced by Morgan Stanley’s Equity Research Division, highlights timely market and economic events and triggers.

STEP Monthly Reports A monthly overview of each STEP portfolio providing up-to-date performance information, recent change recommendations, portfolio analytics and our analyst’s opinion of the ratings of the portfolio’s holdings.

Exchange-Traded Funds (ETF) Quarterly This is a comprehensive quarterly report on U.S. exchange listed, index-linked ETFs. It includes a summary of ETF investment applications, excerpts from our strategy reports, Morgan Stanley’s outlook for the U.S. and international equity and fixed income markets, index data, and individual ETF profiles.

STEP Portfolio Reviews These reports provide a detailed assessment of each portfolio's performance and positioning.

Guiding Principles of STEP Our annual report provides a comprehensive overview of the STEP program.

Closed-End Bond Funds Quarterly This publication includes outlooks, recommendations and profiles for sixty exchange-traded closed-end bond funds (both taxable and municipal) in the eleven categories under coverage.

Talk to your Financial Advisor today about obtaining any of these publications and reports.


Whether you are looking to build a dividend income or total return portfolio, you can be assured that the solutions we offer, and the service we deliver, will be supported by the full capabilities of Morgan Stanley. Whatever your needs, we are here to help you reach your goals.

Our goal is to earn your respect and build a strong and rewarding relationship. We do this through hard work and personalized attention, providing solutions and results. Through your Morgan Stanley Financial Advisor you will have access to resources, solutions and professional advice.

Our aim is clear: to be your first choice for equity investing.

This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. This material was not prepared by the Morgan Stanley research department. Please refer to important information and qualifications at the end of this material.

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