Megatrends: AI vs the decade’s structural headwinds

Deutsche Bank

Luke Templeman, Galina Pozdnyakova

Research

30 Pages

Deutsche Bank Research Institute uses a new AI powered model to assess how six megatrends may shape economies and markets. The key tension is whether AI driven productivity can offset sovereign deficits, demographics, politics, globalisation shifts, and weakening haven assets.

Key Takeaways

AI Offset Question: The model uses almost 100 data points across six megatrends to track market and economic impacts over 70 years.
Growth History Matters: Since World War II, US real growth over 10 year periods has averaged 3.8% annually, despite deep regime shifts.
Havens Look Weaker: Since 2020, six key haven assets failed during four major shocks, including covid, rate rises, tariffs, and Iran.
VIEW FULL REPORT

Join our newsletter to have all of this content + Exclusive Newsletter Bonus Content delivered to your inbox every week

Related Content

AI
The AI Economy: A Roadmap
Jul 2026
Global Macroeconomics
Does AI Raise or Lower Neutral Rates?
Jul 2026
AI
Why American data centers can’t plug in
Jul 2026

The information contained in this communication is of a general nature for informational purposes only, and does not constitute financial, investment, tax or legal advice. The information contained within this communication reflects the opinions of those referenced herein, and do not reflect the opinions of The Idea Farm, L.P. and its affiliates. Such opinions expressed herein are as of the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data or information prepared by third parties is presented, no representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by The Idea Farm, L.P. or any other person. While such sources are believed to be reliable, The Idea Farm, L.P. does not assume any responsibility for the accuracy or completeness of such information and does not undertake any obligation to update the information contained herein as of any future date. Any links to third party websites are offered only for use at your own discretion. The Idea Farm L.P., and its affiliates, are separate and unaffiliated from any third parties listed herein and are not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this communication will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.

Scroll to Top