AI’s $3 Trillion Moment: Boom, Bust, or Long-Term Growth?
Why AI could transform economies but still leave many investors behind. Introduction Artificial intelligence (AI) has captured global imagination and investment at unprecedented levels. Analysts estimate that AI-related investment could surpass $3 trillion over the next decade. From chip makers and cloud providers to startups promising breakthroughs in generative AI, capital is flooding into the […]
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The Shifting Geography of Capital Flows: From Unipolar to Polycentric
Introduction The most visible evidence of the seismic shift in geographic capital flows is the change in where capital originates and where it ends up. Historically, the U.S. and Western Europe were the unchallenged powerhouses, directing most of the world’s investment. That dominance has waned considerably. Today, the map of global finance is redrawn, with […]
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