Adam Jonas, Morgan Stanley's Head of Global Auto & Shared Mobility Research, says "A confluence of competitive, technological and regulatory forces have pulled-forward auto maker's plans to aggressively introduce EVs over the next 3 to 5 years vs. 20 to 25 years previously. Morgan Stanley estimates that in 2030, cars will drive more than 19.6 billion miles worldwide, far higher than the 10.2 billion they traveled in 2015. In 2022, Ford plans to launch a delivery service with self-driving vehicles powered by Argo's tech. /pub/content/dam/im/json/imwebdata/im/data/misc/translation/translation.json, /pub/content/dam/im/json/imwebdata/im/data/misc/translation/aggTranslation.json. Accelerating tech advances and investment could create a $1.5 trillion market by 2040. 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. How this transition plays out will have significant impact on component suppliers, semiconductor manufacturers, commodities, chemical producers and players in capital goods. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years. Investments inforeign marketsentail special risks such as currency, political, economic, market and liquidity risks. But in a future of shared, autonomous vehicles with much higher utilization, electric cars make far more economic sense than their gasoline counterparts. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. In the transport sector, autonomous trucks may offer substantial growth and cost-cutting opportunities to fleet operators that can apply the optimal technologies to transform their existing networks. Get the latest insights, analyses and market trends in our newsletter, podcasts and videos. 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. Morgan Stanley's U.S. Research teams worked together to identify 30 companies that they believe are favorably exposed to growth opportunities in a world moving toward shared mobility, autonomous driving, and electrification. For more Morgan Stanley Researchon shared, autonomous and electric vehicles, ask your Morgan Stanley representative or Financial Advisor for the full Blue Paper report, Global Investment Implications of Auto 2.0" (April 16, 2016). IT hardware-software and Internet and media companies can get fairly creative about how passengers end up passing their time riding in autonomous cars. At Morgan Stanley, we focus the expertise of the entire firmour advice, data, strategies and insightson creating solutions for our clients, large and small. As a global financial services firm, Morgan Stanley is committed to technological innovation. Information does not address financial objectives, situation or specific needs of individual investors. Hear their stories and learn about how they are redefining the terms of success. Motional A joint venture between Aptiv and. Plus, moreIdeas. 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. Legacy suppliers for seats, wheels, tires and safety mechanisms should make the transition somewhat seamlessly, but powertrain, transmission and fuel systems manufacturers who have built business models around internal combustion will likely face headwinds as BEV adoption increases. Stay abreast of the latest trends and developments. They also may be subject to counterparty, liquidity, valuation, correlation and market risks. This late in the business cycle, investors should emphasize actively-managed funds and income-producing securities with reasonable valuations. Additionally, an aviation company has begun investing in a helicopter ride-hailing service. 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, hours people spend annually driving and riding in cars, India, a country with growing Internet access. "In True Redundancy, Hayon has designed for future AVs a system that ensures uncompromised safety and unmatched scalability," the spokesperson said. See how we can help you work toward your goalseven as they evolve over years or generations. In Europe, extensive public transportation options and the political strength of auto and parts manufacturers are obstacles to shared vehicle adoption, but electric vehicles bode well for the region's strengthening emissions standards. Companies are scrambling to figure out last-mile delivery, sometimes even incentivizing the customer to pick up from the store. For the complete content and important disclosures, refer to the, View All 1GT: Climate Investing Reinvented. Without control over powertrain, and with greater supplier content than ever before, it could be much harder for the major automakers to maintain their competitive position, branding, and pricing power. Morgan Stanley's Wilson Says Hawkish Fed Surprise to Roil Stocks. A former trade negotiator for the Obama administration, Lia Theodosiou-Pisanelli is now Aurora's head of partnerships, product, and programs. The report projects a total addressable market of $1.5 trillion for autonomous aircraft by 2040, creating opportunities for investors and benefiting a host of sectors along the way. 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. 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. For European banks, financial inclusion is not only socially responsibleit may help drive sustained economic growth in emerging markets. Macro and thematic insights shaping the global investment landscape. 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. Sign up to get Morgan Stanley Ideas delivered to your inbox. At Morgan Stanley, giving back is a core valuea central part of our culture globally. 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. It is difficult to predict the timing, duration, and potential adverse effects (e.g. But electric cars could be seen as a welcome solution to China's concerns about air pollution, and its growing Internet and mobile app market has already opened the door to the development of on-demand ride-hailing technology. Counterpoint Global discusses the evolution of enterprise drones and its disruptive impact. From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years. It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products. Long-term trends, including technology's impact on pricing, are likely to keep inflation at bay for longer than economists originally expected. 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. The risks of investing inemerging market countriesare greater than risks associated with investments in foreign developed countries. In-depth insights on emerging and global markets for spotting hot growth stories. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. Counterpoint Global discusses the evolution of enterprise drones and its disruptive impact. Across all our businesses, we offer keen insight on today's most critical issues. In-depth insights on emerging and global markets for spotting hot growth stories. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals. Autonomous vehicles on the other hand remove the human bottleneck and the economics change substantially.". Drones and VTOLs could be part of the evolving solution of last-mile parcel delivery challenges, says Ravi Shanker, equity analyst covering the North American transportation industry. | Are autonomous cars the killer application for 5G? Morgan Stanley analyst Katy Huberty explained the profit potential for Apple in a research note she issued in January. This move clearly indicates GM strategy to invest heavily on electric and autonomous cars and minimize expenses in current business to carve out ways to invest in new technologies. 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. From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years. That number. National Highway Transportation Safety A dministration (NHTSA 2013): As expected, addressing safety will be at the top of regulators' lists. Discover who we are and the right opportunity for you. "And as long as these vehicles are human-driven, logistical inefficiencies will persist. At Morgan Stanley, youll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. For instance, one of the key drivers of autonomous vehicle adoption is improved safety. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Companies in this space could benefit significantly from higher consumer adoption of electric vehicles. Sign up to get Morgan Stanley Ideas delivered to your inbox. Plus, more Ideas. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. 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.

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