《美世咨询：敏捷时代-2024年投资主题和机遇报告（英文版）（30页）.pdf》由会员分享，可在线阅读，更多相关《美世咨询：敏捷时代-2024年投资主题和机遇报告（英文版）（30页）.pdf（30页珍藏版）》请在三个皮匠报告上搜索。

1、Themes and Opportunities 2024:An age of agility1An age of agilityThemes and Opportunities 2024Themes and Opportunities 2024:An age of agility1Summary We continue to see upheaval across global markets,economies and society reshaping the world in which we live.Specifically,we note a normalizing of mon

2、etary policy,escalating conflict risk,a disorganized transition to cleaner technologies and industrial processes,and the lightning-quick socialization of generative AI.(Note that this piece is still written by humans!)In our last annual Themes and Opportunities paper,Dj New,we identified that some o

3、f the experiences and challenges we faced were comparable to those of the 1970s,a period also characterized by inflation volatility,conflict and sustainability issues.We identified lessons from that period that investors could draw from to enhance their decision-making and guide future positioning t

4、o meet their long-term objectives.The past 12 months have further underlined some of the fragilities in the global economy and have accentuated other themes(for example,nature and artificial intelligence).Investors are rapidly waking up to opportunities presented by rising interest rates and nature

5、risks as well as other emerging themes.Opportunities can evaporate quickly in these fast-moving and hyperaware times,and investors will need to be flexible in their approaches to capitalize on these.We are now in an age where agility must be the foundation for how investors take and make decisions.I

6、n such an environment,understanding the key trends that will drive markets is crucial.We believe this is best done by applying a series of frameworks to the market landscape that offer investors a structure for shaping their decision-making.In the following pages,we identify what these frameworks sh