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Title page 1
Contents 2
Executive summary 4
① Economic risks outlook 5
Asset valuations 6
Debt and spending 8
② Growth, policy and geoeconomic outlook 13
Trade and investment outlook 13
Regional growth and policy expectations 15
③ AI adoption outlook 21
Regional adoption 21
Industry adoption 22
Firm-level adoption 24
Contributors 26
Acknowledgements 26
Endnotes 29
Figures 5
Figure 1. The global economic outlook 5
Figure 2. Asset developments 6
Figure 3. Breadth of impact 7
Figure 4. Timeframe of impact 8
Figure 5. Macroeconomic risks 9
Figure 6. Public debt management strategies 10
Figure 7. Government spending priorities 11
Figure 8. Trade policy 13
Figure 9. Trade outcomes 14
Figure 10. Investment 14
Figure 11. Growth 15
Figure 12. Growth impact of AI investment 16
Figure 13. Inflation 17
Figure 14. Monetary policy 18
Figure 15. Fiscal policy 19
Figure 16. AI adoption: geographies 22
Figure 17. AI adoption: industries 23
Figure 18. AI adoption: firms 24
Figure 19. AI jobs impact 25
