AI: The Inevitable Investment

Global GDP has historically relied on three pillars: population growth, capital investment, and productivity gains. Today, two of those engines are stalling. Fertility rates are falling, debt is soaring, and ageing populations are dragging down potential growth. By 2030, one in six people will be over 60. By 2050, the number of individuals over 80 will triple.

A 10% increase in the elderly population corresponds to a 5.5% decline in per capita GDP growth. The only viable path forward is productivity—and AI is leading the charge.

The global AI market is expected to surge from $640 billion in 2024 to over $3.5 trillion by 2034, growing at a robust CAGR of 19.36%. This explosive growth is driven by widespread adoption across industries such as healthcare, finance, manufacturing, and retail, all integrating AI to reduce costs, enhance decision-making, and improve efficiency.

In 2024 alone, AI adoption saw a dramatic rise. 78% of businesses reported using AI in at least one function, up from 55% the year before. 65% now use it regularly, with marketing and sales seeing the biggest leap. Nearly 90% of Fortune 1000 companies are increasing their AI investments, viewing it as essential for long-term competitive advantage.

This is not a regional phenomenon, Global AI's Market Share is shared between North America that leads with 36.92% of market share, but Europe and Asia are close behind, with 25.5% and 25.97% respectively. This global footprint ensures diversification and resilience—critical for investors in today’s uncertain world.

Technological breakthroughs in generative AI, natural language processing, and autonomous systems, supported by massive public and private investment, are accelerating adoption and innovation.

In a world where traditional growth drivers are fading, AI has become not just a technological revolution but an economic necessity. For investors, it represents one of the most compelling long-term opportunities of the decade.

For access to the full presentation or more details, please reach out to our team.