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Morgan Stanley: These Are The Five Most Important Questions For Next Year

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by Tyler Durden
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By Katy Huberty, global director of research at Morgan Stanley

A core element of the research process is asking the right question at the right time. Each December, senior Morgan Stanley analysts from around the world gather to discuss the biggest questions their industries face and the debates that will shape returns in the years ahead. Looking back on our gathering this past week, here are five investment questions our teams will zero in on next year.

  • Could AI focus shift from infrastructure to agents and embodied AI? In 2024, the market largely concentrated on the AI enablers – semiconductors, data centers, and power companies building out AI infrastructure. How will the AI story morph in 2025? Two areas our analysts called out were agents and embodied AI. We could see a shift from reactive to proactive AI systems that can act within a set of guidelines. A shift toward agentic AI would have major implications for productivity. On embodied AI, investors are increasingly interested in humanoid robots as they start to think about the ways AI could engage with the physical world (more here and here for pro subs).
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