Morgan Stanley: "These 3 Themes Will Have Profound Impacts On Markets For Many Years"

By Michael Zezas, Head of U.S. Public Policy Research at Morgan Stanley

Welcome to 2024. Just as in 2023, we present three key secular themes we believe will have profound impacts on markets for many years. A culture of collaborative, cross-asset, cross-discipline analysis has long been core to our mission. We believe this is necessary to master the complex, secular themes that make the difference to being ahead of or behind the curve in rapidly changing markets. You seem to agree, with our thematic research among our most read work last year. To that end, in what’s become an annual exercise, we gathered analysts from around the globe to assess our current thematic focus, identify prospective new themes, and establish a plan to deliver in-depth, collaborative insights for our focus themes in 2024.

We retain two of our prior three themes (AI tech diffusion and decarbonization) while adding a new one…longevity.