Technology, productivity and the labor force

How technology will affect economic growth and market returns

The current wave of technological change is unlike any that has come before. Its unprecedented speed, scale and scope will profoundly, and simultaneously, impact many sectors of the economy.

In the industrial revolutions of the past 200 years, the economy and labor force adapted fairly well to disruptive technology. But we cannot assume that today’s (and tomorrow’s) workers displaced by technology – in particular, automation and artificial intelligence (AI) – will be rapidly or easily redeployed in new functions.

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The infographic below uses illustrations to convey the main talking points and areas of interest covered in the article.

 
   

Can technology jump-start long-term economic growth?


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Technology, productivity and the labor force


Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern. Find out more in this video with Patrik Schöwitz, Global Strategist, Multi-Asset Solutions.

Other LTCMA insights


Articles looking into issues likely to have a profound and protracted impact on the global investment landscape.

The impact of global aging ►

U.S. dollar forecast ►

Inside China's financial markets ►

   


Asset Allocation Ansichten unserer Chef-Investoren


   

Global Asset Allocation Views


Das globale Strategieteam der Multi-Asset Solutions Group bevorzugt Aktien aus Japan, Europa und den Schwellenländern, sieht ein gutes Umfeld für Risikoanlagen und stuft die Einschätzung von Unternehmensanleihen auf neutral herab.

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Global Equities Views


Die gute Gewinnsituation des ersten Quartals hat unsere Erwartung einer synchronisierten globalen Rentabilitätserholung bestätigt. Aus diesem Grund erwarten wir ein günstiges Umfeld für Aktieninvestments – insbesondere für Aktien aus Schwellenländern und Europa.

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Global Fixed Income Views


Die Global Fixed Income, Currency & Commodities Group hält angesichts des kräftigen, weltweit synchronisierten Konjunkturaufschwungs am Basisszenario des Wachstums über Trend fest.



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Aktuelle Einblicke


   

Die einsame Gewinnerin


Angela Merkel und die CDU/CSU gewinnen die Bundestagswahl

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Erholung in Europa


Das politische Risiko in Europa hat deutlich nachgelassen


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Market Bulletin


Steht das politische Projekt Europa an einem Scheideweg?


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