By Michael Zezas, Morgan Stanley Global Head of Fixed Income Research
Buy The Numbers
We kicked off 2024 by highlighting the three secular themes we think will make the difference between being ahead of or behind the curve in markets – longevity, AI tech diffusion, and decarbonization. Given their potential importance, we pledged to deliver in-depth, cross-asset, collaborative research on each theme over the course of the year. While our work thus far has primarily uncovered insights and opportunities at the sector level, macro investors should take note, as it won't be long before our themes' broader impact becomes apparent. Here are some of the more notable takeaways we’ve uncovered, distilled in key numbers:
