From climate change to AI, geopolitical shifts to ageing populations, there are four clear and interrelated transitions that are likely to continue shaping the investment landscape over the next ten years.
By 2035, technological advances like automation, machine learning, and artificial intelligence will likely have a major disruptive impact on job markets, making millions of jobs obsolete1. Technologies like self-driving cars are expected to proliferate, raising governance and adaptation challenges1. Quantum computing could revolutionise fields like materials science and drug discovery3. Artificial General Intelligence (AGI) and potentially Artificial Superintelligence (ASI) may emerge, necessitating robust ethical frameworks3.
The consequences of climate change are likely to become increasingly apparent by 2035, leading to more climate-related political disputes1. Renewable energy could proliferate but trigger instability in fossil fuel-dependent countries1. Integrated AI climate models, renewable tech, and geoengineering are expected to become crucial for global infrastructure3.
While the US should remain the largest military power, China’s influence is expected to grow substantially1. Russia may focus on asymmetric advantages to counter its declining population1. New arenas of state competition could emerge around space, cyberwarfare, internet governance, and the Arctic1. Meanwhile, global trade is unlikely to sustain the high growth rates reached in recent decades as China reorients toward domestic consumption1. Regional trade agreements excluding major powers like the US and EU should expand1 and a push for higher environmental and labour standards in developing countries is expected1.
Ageing populations, predominately in developed countries, are likely to strain resources and prompt political tensions around migration1. The transition to an information economy could shift partisan coalitions and incentive structures in politics1. Hyper-personalisation through AI will likely transform industries from education to marketing3. Brain-computer interfaces are expected to blur human-machine boundaries3,2.
Read more about the key trends that will continue to define investor thinking over the next ten years.
1 Global Trends to 2035 - European Parliament https://www.europarl.europa.eu/RegData/etudes/STUD/2017/603263/EPRS_STU%282017%29603263_EN.pdf
2 Unveiling the Future: 10 Predictions for a Transformative 2035 https://datafloq.com/read/unveiling-future-10-predictions-transformative-2035/
3 2035 Vision: Ten Predictions for the Future - The Digital Speaker https://www.thedigitalspeaker.com/2035-vision-ten-predictions-future/
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