Does anybody have this study? From CNBC
Bank of America global strategist and head of thematic research Haim Israel releases a list of the top 10 themes to watch over the next 10 years.
The firm says the coming decade will be “unlike any before it” as the world’s social, environmental, political and economic systems face “escalating challenges.”
Among the themes to watch are peak globalization, recession risks, demographic shifts, automation advancements and a rise in moral capitalism.
With the decade drawing to a close, Bank of America has identified 10 important investing themes to watch over the next 10 years. Underpinning the list is the tectonic societal shifts that the firm anticipates will play out over the next decade.
The firm said the coming decade will be “unlike any before it” as the world’s social, environmental, political and economic systems face “escalating challenges.” Megatrends will reach their boiling point in the 2020s, which will lead to changes in how governments, companies, markets and society more broadly operate, BofA predicts.
“We expect the 2020s will overhaul old paradigms, disrupt business models, and produce new trends that will shape our future. In the next 10 years, we should see increased automation, a global recession, unprecedented innovation, serious environmental challenges, the death of quantitative easing, tectonic shifts in demographics and the end of globalization,” Bank of America analysts led by Haim Israel said in a note to clients Monday.
CNBC was granted permission to publish the full list.
10 themes for the next 10 years
Robots & Automation
Source: Bank of America