Global Drop-In: Long Run Outlook – US and Asia to Lead the AI Decade

How will structural forces reshape the global economy in the coming decades – and which countries will emerge strongest?

Our Long Run Outlook is designed to inform long-term investment decision-making and draws on a comprehensive forecasting framework to assess how structural forces – from fiscal dynamics and demographic change to technological disruption and global fragmentation – will shape economic performance through the next decade and beyond. 

This year’s update also deepens our analysis of how artificial intelligence could alter productivity growth, competitiveness and the balance of global economic leadership.

Join Senior Global Economist Ariane Curtis, on Wednesday 4th March at 10:00 ET/15:00 GMT, for a special 20-minute online briefing introducing our latest forecasts and insights. Ariane and her team will discuss:

• Why the US and Asia are set to lead the AI decade – and which economies stand to benefit most;
• Whether technological progress can help China overcome structural headwinds and challenge US economic leadership;
• Why interest rates are likely to remain higher, and how this will shape fiscal risks in ageing economies;
• How the fracturing of the global order could influence economic outcomes in the decades ahead.