The Next American Productivity Renaissance with Morgan Stanley's Global Investment Office
Summary
New demand and supply side factors have emerged, which should ignite a multi-year US capital investment cycle that is apt to usher in stronger growth and greater productivity after 13 years of secular stagnation. In turn, we expect new leadership as the mega-cap growth companies that have dominated during the age of secular stagnation lose market share to companies best-positioned to benefit from investment in capital-intensive and disruptive technologies, which we have dubbed “Tech Takers.”
Speaker
Executive Director, Morgan Stanley WM Global Investment Office
Mark Hansen is an Executive Director within the Morgan Stanley Wealth Management Global Investment Office (GIO). Prior to joining the GIO, Mark was Director of Investment Strategy at E*TRADE Financial. He began his career as a Financial Advisor in 1998 and is a graduate of the University of Wisconsin–Eau Claire, with a BBA in finance-investments and maintains the Certified Investment Management Analyst® (CIMA®) designation.