January 18, 2026 10:00 PM GMT Global Thematics The World Through a Thematic Lens: Predictions, Debates and Structural Change We discuss our 10 Thematic predictions, provide a Thematic stock focus list, analyze "Intelligence Economics" and compute + power supply/demand, and provide stock recommendations with respect to our 4 Key Themes: AI/Tech Diffusion, the Future of Energy, Multipolar World, and Societal Shifts. Key Takeaways Thematic work has long been a focus of Morgan Stanley Research, and in periods o ...