Las grandes apuestas económicas y financieras que marcarían el 2026, según Morgan Stanley
En el ámbito tecnológico, la firma anticipa que la inteligencia artificial (IA) continuará siendo un motor clave de cambio en 2026. Foto: iStock
TL;DR
- Morgan Stanley's 2026 thematic outlook identifies ten structural trends influencing the global economy and financial markets.
- Key areas include technological diffusion (AI), the future of energy, a multipolar world, and social changes.
- AI is expected to be a major driver of change, with advanced US language models making significant progress.
- The interaction between technology and energy, including rising energy costs due to digital infrastructure, is highlighted.
- Geopolitically, the US is expected to reduce strategic dependencies, while China will deepen its tech manufacturing leadership.
- Latin America may enter a new investment cycle, potentially benefiting from global realignments and increased capital flows to emerging markets.
- Long-term social impacts include the need for workforce retraining due to automation and potential deflationary effects of transformative technologies.