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How mega-forces will reshape the macro regime and investing – AllianceBernstein

Three mega-forces seem set to dominate the investment landscape for the next decade or longer, with major implications for the macro regime and portfolio design.

Posted on Jul 29, 2024

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... Each of these far-reaching forces, climate change, demographics and globalisation is significant in its own right. Where they are likely to interact in a directionally similar way, they have the power to reshape financial outcomes, creating a new world for investors to navigate.

Generally speaking, AllianceBernstein think that one key implication of these mega-forces is a lower baseline level of economic growth. They share a brief overview of each force and how it could play into growth prospects.

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