Morgan Stanley Stock Price, News & Analysis

Morgan Stanley's latest "Sustainable Signals" survey reveals continued strong interest in sustainable investing, with 88% of global investors showing enthusiasm. The study, polling 1,765 investors with $100,000+ in investable assets across North America, Europe, and Asia Pacific, highlights particularly strong interest among younger generations, with 99% of Gen Z and 97% of Millennial investors expressing interest.

Key findings show that 59% of investors plan to increase their sustainable portfolio allocations in the next year, primarily driven by confidence in competitive returns. Renewable energy and energy efficiency emerged as top investment priorities across all regions, with over 80% viewing energy transition as a return-generating opportunity.

The survey also found that nearly 80% of investors would choose financial advisors based on sustainable investing offerings, rising to 96% for Gen Z and 92% for Millennials. Regional preferences vary, with North America focusing on healthcare innovation, while Europe and APAC emphasize energy storage and sustainable land use.

Morgan Stanley Investment Management has launched the North Haven Private Assets Fund (NHPAF), an SEC-registered evergreen investment fund that democratizes institutional-quality private equity investments for individual investors. The fund focuses on co-investments and secondaries in the lower middle market.

The NHPAF is managed by Morgan Stanley Private Equity Solutions, which brings 25 years of experience and established GP relationships. The fund targets the lower middle market segment, offering advantages like lower entry valuations, enhanced growth potential, and improved liquidity options compared to large-cap investments.

This launch expands MSIM's $240 billion alternatives business and follows their recent retail private credit and real assets strategies. The fund structure provides diversified exposure across sectors, geographies, and managers, while offering improved features such as better liquidity potential and simplified tax reporting compared to traditional private funds.

Morgan Stanley and Northwestern University's Kellogg School of Management announced the winners of the 15th annual Kellogg-Morgan Stanley Sustainable Investing Challenge. The competition attracted 158 teams with 545 students from 65 countries.

The BanglaShield team from Oxford University won the top prize of $10,000 for their innovative proposal combining concessional loans and parametric insurance to provide affordable flood resilience financing for low-income households in Bangladesh.

The second place prize of $5,000 went to Northwestern University's team for their Sustainable Agri-aqua Investment Fund addressing groundwater depletion in Punjab. York University's team secured third place and $2,500 for their Pharaoh Brick Fund proposal to create low-carbon bricks from demolition waste and rice straw in Egypt.

Morgan Stanley Investment Management (MSIM) has announced the closing of Morgan Stanley Eaton Vance CLO 2025-21, , a $400 million Collateralized Loan Obligation (CLO) transaction priced on March 7. This marks MSIM's first CLO in 2025 and increases their CLO platform assets to approximately $7.5 billion across twenty vehicles.

Wells Fargo Securities acted as the sole arranger for the deal. The transaction was supported by strong institutional demand, driven by attractive market conditions and interest in tier-1 collateral manager profiles.

MSIM's Floating-Rate Loan team, with over 40 members managing U.S. and European loan strategies, has been operating since 1989. The team's total assets under management stood at $30.0 billion at the start of 2025.

Morgan Stanley Wealth Management's latest quarterly retail investor pulse survey reveals increasing bearish sentiment, with 51% of investors expressing pessimistic outlook—a 9-point increase from last quarter. Inflation emerges as the primary concern for 41% of investors, followed by tariffs (35%) and market volatility (24%).

Investor confidence in rate cuts has declined, with only 48% believing the U.S. economy is ready for such measures, down from 59% previously. Despite this, 37% of investors plan to maintain their current portfolio strategy, and only 17% intend to shift to cash positions.

For Q2 2025, sector preferences show Information Technology leading at 48% investor interest (despite a 4-point drop), driven by AI and chip developments. Energy follows at 41% despite oil price decreases, while Healthcare maintains steady interest at 32%, viewed as a stabilizing option during slow growth periods.

Morgan Stanley Investment Management (MSIM) has successfully closed its North Haven Private Equity Co-Investment Opportunities Fund III LP (PECO III) at its hard cap of $2.3 billion in total commitments. The fund, which was oversubscribed, is part of Morgan Stanley's Private Equity Solutions platform within MSIM's $240 billion alternatives platform.

PECO III focuses on co-investments alongside buyout managers in the lower middle market and follows two previous funds - PECO I and PECO II. The program builds on Morgan Stanley Private Equity Solutions' 25-year track record in co-investments, which has accumulated nearly $6 billion of commitments since 1999.

Morgan Stanley has launched five new no-fee index mutual funds exclusively for E*TRADE clients, marking a significant enhancement to their retail offering. The funds, managed by Morgan Stanley Investment Management (MSIM), feature a 0% expense ratio and include Large Cap, Total Market, International, Municipal Bond, and U.S. Bond Index funds.

This initiative follows E*TRADE's earlier move to eliminate trade commissions and early redemption fees for online mutual fund trades. The platform now offers over 5,000 mutual funds, with nearly 300 from MSIM. The new funds require no minimum initial investment and can be purchased through E*TRADE self-directed accounts.

The funds can be transferred to Morgan Stanley Wealth Management accounts but must be purchased through E*TRADE. This development represents another step in integrating E*TRADE as one of three core client channels within Morgan Stanley Wealth Management, alongside advisor-led and workplace investing services.

Morgan Stanley (NYSE: MS) has released its first quarter 2025 financial results. The financial data is accessible through the company's Investor Relations website and will be filed with the SEC via Form 8-K on April 11, 2025. A conference call to discuss the results is scheduled for 9:30 a.m. (ET).

The global financial services firm, which operates in 42 countries, provides investment banking, securities, wealth management, and investment management services to corporations, governments, institutions, and individuals.

Morgan Stanley has announced $15 million in new multi-year grants to its Alliance for Children's Mental Health members, part of a larger $50 million commitment to youth mental health solutions. Since its 2020 launch, the Alliance has reached over 52 million children, caregivers and educators globally.

The grants will support various initiatives including: The Child Mind Institute's educator training programs, Columbia University's smartphone interventions research, The Jed Foundation's school district support, The Steve Fund's college student resources, Place2Be's mental health services in London, and Mind HK's mental health literacy training in Hong Kong.

The Alliance recently welcomed the American Academy of Pediatrics and Sesame Workshop as new members in 2024. The initiative also launched its Leadership Learning Series to support early-stage organizations in expanding their mental health programming impact.