An expertly crafted assessment of the forces shaping the economy over the next decade and portfolio management strategies designed to capitalize on them.

In Coming Into View: How AI and Other Megatrends Will Shape Your Investments, Joe Davis, Global Head of Economics at Vanguard and leader of the Investment Strategy Team, presents a simple yet profound argument: that the “status quo” view of the U.S. economy, which relies on forecasts of growth, inflation, and financial returns, is actually very difficult to sustain in the future.

The book shows how the promise of artificial intelligence and technological progress can offset the serious challenges of slowing demographic growth, increasing geopolitical tensions, and rising national debt, reshaping the economy in ways that conventional thinking overlooks.

Davis presents an innovative and original, data-driven framework for examining the likelihood of upcoming confrontation between AI-supported growth and structural inflationary deficits, which can help investors build portfolios that will withstand uncertain times ahead.

Inside the book: Strategies for investors preparing for different economic possibilities and scenarios in the world. New data and models for better quantification of the impact of economic forces and uncovering risks related to reliance on consensus assumptions. Techniques to avoid common investment mistakes during economic shifts. Investment principles aimed at achieving higher financial returns based on appropriate risk taking.

An essential reading for professionals and retail investors, Coming Into View is a remarkably insightful and practical guide for anyone wishing to engage with financial markets as an informed and confident investor.

Pages: 224, Year of Publication: 0627, Dimensions: 15.8x15.8cm