Megatrends can be slowly moving structural forces, but they can influence the economic cycle in the short and long term. Seeing the pattern helps to cut the noise to take informed risks-the core of sound investing.
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Megatrends–Truth beyond the noise
Vanguard’s research investigates how fundamental shifts in technology, demography, tax deficits and debts, globalization and more economic landscape, future markets and broader society can form. The data -driven insights of Vanguard identify and quantify which megatrends probably have a more meaningful impact on the US economy and capital markets in the coming years.
Such an outcome suggests a future that too little talk about – one in which technology, in particular artificial intelligence (AI), the way in which we work transforms, stimulating productivity and economic growth.
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AI, Demography and the US Economy: Quantification of the coming tug of war
In the coming decade of the US economy will be formed by a tug of war between artificial intelligence and shortages driven by demography. The victor – and his victory margin – will determine whether economic growth exceeds its disappointing pace since the worldwide financial crisis or further slows down. This research paper quantifies different scenarios and results.
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Active investing? Don’t forget the value in the AI era
Conventional wisdom can lead to someone thinking that growth stocks are the way in which investors can position themselves to take advantage of the growth of artificial intelligence. But as Vanguard’s Global Chief Economist explains, it would be wise not to overlook value shares.
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Getting stuck and AI: taking active risks in the midst of higher rates
Joe Davis van Vanguard discusses a shift in the fixed -income market as artificial intelligence progresses and emphasizes the potential for active risks in a higher interest environment in the coming decade.
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Look at the larger Equity image: AI Beyond Tech
It is no secret that artificial intelligence is a crucial power in the current technological transformation. But as this piece explains, it may not be wise to focus exclusively on technical shares for investments.
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Come into view: how AI and other megatrends will form your investments
Culminating years of rigorous research into what our economic future shape, Come into view Dives into the most important forces that the economy will influence in the coming decade, offering usable insights to help investors build resilient portfolios.
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