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

Las grandes apuestas económicas y financieras que marcarían el 2026, según Morgan Stanley

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.