The decade of inflection: 10 themes to navigate over the next 10 years

Who will be the winners and the losers?

Haim Israel, managing director of research at Bank of America Merrill Lynch, looks at the 10 themes investors will need to navigate in the 2020s.

Haim Israel, managing director of research at Bank of America Merrill Lynch, looks at the 10 themes investors will need to navigate in the 2020s. We enter the next decade with interest rates at 5,000-year lows, the largest asset bubble in history, a planet that is heating up, and a deflationary profile of debt, disruption and demographics. We will end it with nearly 1 billion people added to the world, a rapidly ageing population, up to 800 million people facing the threat of job automation and the environment on the brink of catastrophic change. At the same time, 3 billion more pe...