Trends Identified
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
Machine learning
“Machine learning has the potential to be one of the biggest disruptors over the next decade,” says DeLaney.
2017
5 big disruptive trends investors should watch
Morgan Stanley
Autonomous vehicles
Autonomous driving will be facilitated by the data-processing capabilities of machine learning, but its disruption capabilities are so widespread that Delaney considers it a separate category.
2017
5 big disruptive trends investors should watch
Morgan Stanley
Augmented reality
We can see this being useful in education and training because it basically overlays virtual images onto reality.” Augmented Reality (AR) can simulate real-world scenarios. “That allows orientations or training to take place in a safe environment vs. a real-world environment that can be more dangerous. Surgeons will be able to practice complex procedures before operating on patients, for instance.” AR might also have entertainment value, by enabling consumers to enjoy unique experiences like sitting on the field at a sporting event or traveling to exotic locations.
2017
5 big disruptive trends investors should watch
Morgan Stanley
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