Investment Trends in Focus: Five Key Themes for 2024
Research Paper
January 2, 2024
Preview
2024 could be the year when major structural shifts in the economy start to have a significant effect on institutional and individual investors alike. MSCI remains committed to providing the data, models and tools that will help investors navigate both cyclical and structural challenges.
With this backdrop, MSCI's chief research officer, Ashley Lester and team have identified five key themes for this year. The macro backdrop will continue to dominate short-run concerns. But some major strategic shifts will be playing out simultaneously, including an acceleration in the growth of private credit, ongoing global power shifts, and the widespread deployment of artificial intelligence (AI). The long shadow cast by climate change lurks behind all these themes, with investors increasingly turning their attention towards the investment necessary to fund the transition.
Key investment themes
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