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瑞士百达(Pictet):2026年全球宏观经济与投资机遇展望报告(英文版)(100页).pdf

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1、PICTET GROUP 2026Ahead2026The Pictet Group explores opportunities2 2 Foreword ElifAktu What is an idea?StEvEwozniAk Seven trends to watch in 2026 StEvEfrEEdmAnSociety Investing for a healthy society YAnnmAuron Parenting the previous generation:the realities of an ageing demographic Interview with Pr

2、of.Ian Golding Technologys answer to demographics mAriAvASSAlou What society is getting from drug innovation AdriEnBroSSArd Weighing societal against economic risks eNViRoNMeNt ESG 2.0 GErtjAnvAndErGEEr Adapting better Prof.vAclAvSmil Adaptation and resilience kAtiESElf,BAhArSEzEr-lonGworth Em takes

3、 the lead in climate adaptation BAhArSEzEr-lonGworth Generating the future Interview with Shannon Miller Natural capital(naturally)PhiliPPBuff,StEvEfrEEdmAntecHNoLoGy Will China rule Ai like it does Evs?AlExAndrEtAvAzzi,chriStoPhErSEilErn Where Ai will really be felt Prof.cArlfrEY Charging the futur

4、e kAimuEllEr Innovations since 1805 mArtinkunz Reclaiming privacy Prof.cAriSSAvliz Sizing Ais environmental footprint viktorASkulioniSAppeNdix Meet the photographers About megatrendsIntroduction to photography series LucasFogLiaHuman Nature seriesToday,nature both heals us and threatens us.As we spe

5、nd more time than ever indoors looking at screens,neuroscientists demonstrate that time outside is vital to human health and happiness.Yet we are vulnerable to the storms,droughts,heat waves and freezes that result from climate change.Human Nature is a series of hopeful photographic stories about hu

6、mans and the natural world,at a critical time for both.Each story is setinadifferentecosystem:city,for-est,farm,desert,icefield,oceanandvolcano.The photographs examine why we need wild places.JameystiLLingsChanging Perspectives:Renewable Energy and the Shifting Human LandscapeA long-term aerial and

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1. **人口老龄化与健康挑战**:全球平均寿命自1950年代以来每十年增加2岁,但健康寿命未同步提升。80岁以上人口医疗支出激增,需通过预防医疗、AI药物研发等应对。 2. **技术趋势**:AI发展依赖算法而非真正智能,需透明化训练数据;量子计算、光学计算潜力巨大;机器人安装量预计2026年达61.9万台。 3. **能源与气候**:清洁能源占比41%,储能需求年增23%;极端天气事件频发(2024年超150起,损失3200亿美元),需加强基础设施韧性。 4. **社会投资**:生物科技创新贡献美国35%寿命延长;女性健康问题占全球疾病负担51%,投资缺口显著。 5. **经济影响**:移民可缓解劳动力短缺,但需保障权益;知识经济转型中,AI实际生产力提升被高估。
AI会取代人类吗? 如何应对老龄化社会? 气候变化如何影响未来?
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