This podcast episode provides insights into the major themes and trends that captured investor interest in 2023 and explores their potential relevance in 2024. It highlights the continued significance of themes like the energy transition, AI proliferation, multipolar world, decarbonization, and tech diffusion. The discussion also encompasses the challenges posed by higher interest rates on the net zero transition, the resurgence of cryptocurrencies, and the potential impact of quantum computing. By staying informed about these trends, investors can make informed decisions and navigate the dynamic market landscape.
