In today’s briefing:
- The Climate Change Threat to Productivity
The Climate Change Threat to Productivity
- The key question for investors is the likely trajectory of U.S. total factor productivity in the next decade.
- Our review shows that while AI adoption and deployment is a tailwind, stagnant population growth and the effects of climate change are headwinds.
- We conclude that, at best, factor productivity will be no better than trend. At worst, it will flatten and show little or no growth.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
