Trends Identified
Blockchain
In theory, Blockchain could disrupt any transaction that requires sharing a document or contract. Financial firms are most likely to see disruption because Blockchain’s shared-ledger approach could dramatically affect the time, cost and complexity around how transactions are recorded and how custodial business is done, says DeLaney
2017
5 big disruptive trends investors should watch
Morgan Stanley
Crispr
CRISPR is a new tool for genetic research that allows scientists to locate specific segments of DNA and then easily replace or delete them. “This could cause huge disruption to the way healthcare can be delivered today,” says DeLaney. “It offers the ability to cure a disease at the genetic level. For investors, it has the potential to create new industries and disrupt existing medical treatments.”
2017
5 big disruptive trends investors should watch
Morgan Stanley
Artificial intelligence (AI) and automation are likely to revolutionize the industrial landscape
Artificial intelligence (AI) and automation are likely to revolutionize the industrial landscape. This unfolding transformation is already leading to faster earnings growth potential at some of the large companies that have invested in developing these new technologies. This likely leads to new opportunities among start-up or smaller firms as these technologies mature.
2018
Eight long-term trends for growth investors
Morgan Stanley
Leisure time is expanding, allowing people to spend more time on recreational activities.
Leisure time is expanding, allowing people to spend more time on recreational activities. One reason for the growth: People are multitasking leisure activities like social media, gaming and watching TV. This creates potential for earnings gains in sectors like entertainment, travel and media.
2018
Eight long-term trends for growth investors
Morgan Stanley
Demographics and low cost labor, long a driver of economic growth in emerging markets, may play a smaller role in an automated world.
Demographics and low cost labor, long a driver of economic growth in emerging markets, may play a smaller role in an automated world. Countries that have high population growth in an industrial landscape dominated by technologies like AI and robotics could be at a disadvantage. Consider emphasizing countries making investments in the future competiveness of their workforces.
2018
Eight long-term trends for growth investors
Morgan Stanley
Transportation could be very different in the future than it is today.
Transportation could be very different in the future than it is today. Autonomous vehicles, electric cars, high-speed trains, drones and even space travel have the potential to revolutionize the movement of people and products. Understanding these shifts is critical to choosing investments tied to the transportation sector.
2018
Eight long-term trends for growth investors
Morgan Stanley
Genetic research and related medical advances could change health care as we know it.
Genetic research and related medical advances could change health care as we know it. The combination of biotechnology, nanotechnology and data analytics could usher in a new era of preventative and personalized medicine. Quality of life could improve and help drive economic growth.
2018
Eight long-term trends for growth investors
Morgan Stanley
Learning to live and invest in an insecure world is difficult.
Learning to live and invest in an insecure world is difficult. Technology and globalization can drive economic growth, but can also have a destabilizing impact on society. Geopolitical risks are proliferating quickly. Investments in technology, people and support systems that can maintain security will be important.
2018
Eight long-term trends for growth investors
Morgan Stanley
Improvements to energy, communications and transportation infrastructure are long overdue.
Improvements to energy, communications and transportation infrastructure are long overdue. New roads, rails, pipelines and networks are needed as millions of people around the world move from rural to urban areas. Strong global growth and low interest rates can help power the investments needed for the cities of tomorrow.
2018
Eight long-term trends for growth investors
Morgan Stanley
Few companies can maintain pricing power these days.
Few companies can maintain pricing power these days. Technology has allowed for easy comparison shopping, increasingly efficient production and shifts in certain business models that can erode pricing power. However, companies that can maintain pricing power through technological barriers, unique products and brand recognition should be able to maintain an advantage.
2018
Eight long-term trends for growth investors
Morgan Stanley