Global Developments To Watch Over The Next Five Years

Vikram Mansharamani

Research

13 Pages

Vikram Mansharamani outlines twenty plausible five-year scenarios to help readers filter noise and think independently about macro, technology, and geopolitics.

Date Published: January 7, 2026

Key Takeaways

AI and inflation: AI drives deflationary pressure, complicating employment and debt dynamics while boosting hard assets.
Demographics and behavior: Falling birth rates and shifting consumer habits reshape growth, entrepreneurship, and capital allocation.
Geopolitics and resources: Resource nationalism rises as energy and metals security steer policy, trade routes, and investment.
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