31/03/2025 Capital Market Assumptions Capital Market Assumptions 2025 Our annual Capital Market Assumptions explore the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.
31/03/2025 Capital Market Assumptions The global economy's path in a fragmented world A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.
31/03/2025 Economy & Markets Demographics will shape future growth potential Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.
17/03/2025 Economy & Markets The diverse economic impacts of artificial intelligence In this paper we extend our 2024 analysis by focusing on differentiating macroeconomic productivity gains enabled by AI across countries.
24/07/2024 Equity The Artificial Intelligence revolution: sector perspectives Explore how the AI revolution is transforming industries. Understand which sectors will thrive and gain a competitive edge by investing in AI technologies.
11/06/2024 Economy & Markets Will Productivity turn global growth around? Analysing the causes and effects of the secular decline in productivity growth, and the impact of Artificial Intelligence.
25/01/2024 Economy & Markets Will Artificial Intelligence increase economic growth? Explore the potential of Artificial Intelligence (AI) on global industries for increased productivity, the complex landscape of AI adoption, and the short-term...
