There is no assurance that a Portfolio will achieve its investment objective. Called STEEPL, the tool is used to gauge a region's social, technological, economic, environmental, political and legal landscape as it pertains to the automotive market. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Traditional financial institutions try harnessing the blockchain to streamline operations and costs, while improving services and products for clients. Urban air mobility represents business opportunities within infrastructure, fleet management, software, hardware and content, much like the opportunity for autonomous vehicles," Jonas says. Morgan Stanley analyst Katy Huberty explained the profit potential for Apple in a research note she issued in January. Aerospace & defense majors have been making investments, startups are attracting capital, and megatech platforms are actively involved. Accordingly, you can lose money investing in this Portfolio. Hannah Miao @hannahmiao_. Benefits would include improved package delivery service to rural areas, decreased shipping costs and reduced congestion in urban areas. We value our commitment to diverse perspectives and a culture of inclusion across the firm. In logistics, drone package delivery is in active testing. The market for private auto ownership is likely headed for disruption. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best assetMorgan Stanley employees. The services described on this website may not be available in all jurisdictions or to all persons. But making an alternative a reality will require rethinking some assumptions. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. Macro and thematic insights shaping the global investment landscape. Across all our businesses, we offer keen insight on today's most critical issues.
MORGAN STANLEY RESEARCH November 6, 2013 Autonomous Cars: Self-Driving the New Auto Industry Paradigm Contributors to this Report Autos & Auto-Related Ravi Shanker1 Adam Jonas1 Paresh Jain1 Yejay Ying1 +1 (212) 761-6350 +1 (212) 761-1726 +1 (212) 761-3354 +1 (212) 761-7096 Ask your Morgan Stanley representative or Financial Advisorfor the full report, The Shared Autonomous 30 (Sep 22, 2016). Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. Counterpoint Global discusses psychedelics as medicine and its disruptive impact. Over 90% of all traffic accidents are caused by human error.1 With 40,000 U.S. traffic fatalities and 1.2 million globally every year,2 removing humans from the driving equation could significantly reduce accidentspotentially benefiting both vehicle-related injury and mortality while reducing health care spending and the potential revenue opportunity for property and casualty insurance. There is no assurance that a Portfolio will achieve its investment objective. In-depth insights on emerging and global markets for spotting hot growth stories. At Morgan Stanley, we lead with exceptional ideas. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Terms of Use. It is the responsibility of every person reading this material to fully observe the laws of any relevant country, including obtaining any governmental or other consent which may be required or observing any other formality which needs to be observed in that country. Original equipment manufacturers (OEM) and suppliers to the auto industry will face new competitors with advantages in software, consumer electronics, and cost of capitaland some may struggle to attract and retain the best talent. And, Brennan said, her connections are second to none. Stay abreast of the latest trends and developments. Though some have criticized Tesla for releasing new Autopilot capabilities in an unfinished form and for declining to develop a more robust system to make sure drivers pay attention to the road, Autopilot has broken ground for driver-assistance systems and received high marks for its capabilities. As Tesla's senior director of artificial intelligence, Karpathy oversees Autopilot's neural networks, which allow the system to learn to make better decisions by studying videos and images captured by Tesla vehicles. Andrew Slimmon, lead portfolio manager of the Applied Equity Advisors suite of funds and strategies shares his TAKE -- Takeaways & Key Expectations on the financial markets. Autonomous vehicles on the other hand remove the human bottleneck and the economics change substantially.". "They've made some really good progress," said Abuelsamid, who speaks with Argo regularly. Its an opportunity to roll out the. /pub/content/dam/im/json/imwebdata/im/data/misc/translation/translation.json, /pub/content/dam/im/json/imwebdata/im/data/misc/translation/aggTranslation.json. For Morgan StanleyResearchon the future of battery powered vehicles, ask your Morgan Stanley representative orFinancial Advisorfor the full report, On the Charge, (Aug. 31, 2017). The widespread commercialization of autonomous vehicles, also called self-driving cars, relies heavily on the expansion of wireless communications capacity, according to research by Morgan. See how you can continue your career journey at Morgan Stanley. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. 2023Morgan Stanley. We believe our greatest asset is our people. Our collaborative work with the Morgan Stanley Global Telecom team suggests that autonomous cars can produce as much as 40 TB of data/hour, which is equivalent to 1 to 3 thousand years of iPhone data usage. Please be aware that this Portfolio may be subject to certain additional risks. Counterpoint Globals culture fosters collaboration, creativity, continued development, and differentiated thinking. A monthly outlook for global fixed income markets, including an in-depth review of key sectors. Wide adoption of BEVs will also expand the need for an entire new level of electrical and electronic systems that dont exist in internal combustion vehicles. Reducing the cost, decreasing noise and creating aircraft that essentially levitatenot takeoff via a runawayare also key considerations. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. However, OEMS and suppliers which provide superior technology (hardware, software, integrated experiential design) or quality and scale for key features (fuel efficiency, safety, lightweight materials, etc.) Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Whether its hardware, software or age-old businesses, everything today is ripe for disruption. Plus, moreIdeas. For chemicals, lithium producers confront a chicken-and-egg problem where higher demand for electric vehicles cant be met without a far greater supply of battery-grade lithium, while the supply won't be added until EVs show greater end-market demand. Past performance does not guarantee future results. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the Firm), and may not be reflected in all the strategies and products that the Firm offers. The market could likely begin as an ultra-niche add-on to existing transportation infrastructure, similar to how helicopters operate today. Discover who we are and the right opportunity for you. Derivative instrumentsmay disproportionately increase losses and have a significant impact on performance. At Morgan Stanley, we put our beliefs to work. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. She's helped put together funding rounds and acquisitions for companies like TuSimple and NuTonomy, the startup that turned into Motional. The coming of autonomous vehicles could change our conception of personal transportation. Let's start with Morgan Stanley. But in a future of shared, autonomous vehicles with much higher utilization, electric cars make far more economic sense than their gasoline counterparts. 2 2016 Was the Deadliest Year on American Roads in Nearly a Decade, Fortune, February 15, 2017. Road traffic injuries, World Health Organization, August 16, 2017. More companies are designing for the IoT, using tiny low-cost sensors to enable connectivity and controlgiving a boost to the semiconductor sector. Tell us about yourself. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. "He's probably looked at more AV companies than anybody anywhere," Brennan said. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. On the other hand, the country's social landscape is discouraging, as private car ownership is deeply woven into the American cultural fabric. Check the background of our firm and registered representatives on FINRA's BrokerCheck. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Motional is one of two companies that operate autonomous ride-hailing vehicles that are open to the public. How to pay for such charging also remains an open question, now that free charging seems to have gone by the wayside. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Andrew Slimmon, lead portfolio manager of the Applied Equity Advisors suite of funds and strategies shares his TAKE -- Takeaways & Key Expectations on the financial markets. "Your car is arguably one of the most underutilized, polluting, time-consuming and dangerous machines on Earth," says Adam Jonas, head of global auto research for Morgan Stanley. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. The car you summon from your smartphone doesn't have a driver. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Morgan Stanley Blue Paper: Autonomous Cars. Further, it could be much easier for new competitors to enter the market since a greater portion of vehicle parts could be outsourced. Apple has about one-third of this market. From a list of more than 40 people, Insider selected those who appear to be having the greatest influence on their companies and the industry as a whole. It expresses no views as to the suitability of the investments described herein to the individual circumstances of any recipient or otherwise. will be well-positioned for long-term growth. This material is a general communication, which is not impartial, is for informational and educational purposes only, not a recommendation to purchase or sell specific securities, or to adopt any particular investment strategy. It won't exceed 25 miles per hour, but it does have electric motors in all four wheels for slippery roads and tight corners. For instance, one of the key drivers of autonomous vehicle adoption is improved safety. Not only is technology speeding in that direction, but, according to Morgan Stanleys recent Blue Paper report, "Global Investment Implications of Auto 2.0," the global auto market is ripe for major disruption. Brett Browning leads the development of Argo AI's automated-driving technology. The software has helped drive the introduction or improvement of numerous safety and convenience features, including automatic emergency braking and steering assistance, a Mobileye spokesperson said. /pub/content/dam/im/json/imwebdata/im/data/misc/translation/translation.json, /pub/content/dam/im/json/imwebdata/im/data/misc/translation/aggTranslation.json. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. Counterpoint Global discusses the evolution of enterprise drones and its disruptive impact. The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. At Morgan Stanley, giving back is a core valuea central part of our culture globally. Morgan Stanley's Adam Jonas, who covers Tesla, referred to Apple's car as "the ultimate EV bear case" and called the tech giant's entry into the space a "clear negative for much of our. Market values can change daily due to economic and other events (e.g. We value our commitment to diverse perspectives and a culture of inclusion across the firm. All investments involve risks, including the possible loss of principal. A comprehensive assessment of noteworthy trends shaping the global investment risk environment and our portfolio allocations. Elshenawy has helped Cruise engineers quickly test and deploy code while overseeing a cloud-computing infrastructure that held up well as the company shifted to a remote-work model in 2020, a Cruise representative said. Autonomous vehicles use a suite of sensors, actuators and a central computer to perceive the environment and automate the driving process, thereby enabling the vehicles to drive themselves without human involvement. IT hardware-software and Internet and media companies can get fairly creative about how passengers end up passing their time riding in autonomous cars. Morgan Stanley has developed a framework to assess the appeal of shared, autonomous and electric vehicles in particular countries and regions. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. That pace of growth is much higher than the estimated production of cars and light vehicles during the same period. 5 Sustainable Investing Trends for Companies and Investors, 7 Investment Ideas That Could Drive Markets in 2023, Yes, You Can Be a Tech Innovator at Morgan Stanley, Head of Global Auto and Shared Mobility Research. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. In 1940, automaker Henry Ford said, Mark my words: a combination airplane and motorcar is coming. Ford was teased for the statement, but now, decades later, the same technologies that power drones and steer autonomous vehicles could launch flying cars from the pages of sci-fi comics to the skies of our cities. Finally, mass adoption of BEVs will also require a more robust charging infrastructure which could present opportunities for utilities and capital goods. Electric utilities would benefit from the shift away from the pump to plug-in charging, as electric vehicles gain more consumer traction. For 87 years, weve had a passion for whats possible. Hear their stories and learn about how they are redefining the terms of success. "Vehicle sharing can only take your vehicle utilization to about 50%-60% of its full potential, in our view," says Jonas. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. Long-term trends, including technology's impact on pricing, are likely to keep inflation at bay for longer than economists originally expected. Mohamed Elshenawy has led Cruise's software team through a period of rapid growth as the company works toward launching robotaxi services in San Francisco and Dubai. Called STEEPL, the tool is used to gauge a region's social, technological, economic, environmental, political and legal landscape as it pertains to the automotive market.
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