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Ever wondered how you can quickly, efficiently, cash in on the work of global institutions?
Why should Blackrock and Vanguard have all the fun?
Interpreting macroeconomic data for better investment decisions can add ballast to an investment strategy, solidifying the pursuit of outperforming investment returns.
And it’s not as painful as you think.
It may also lead to new investment opportunities from discovering and analysing the work of some exceptionally talented and smart people who have done a ton of work and published it for free.
Investment research isn’t about creating massive reports for someone else to read.
It’s about finding evidence that a growth trend is backed by trustworthy statistical data.
What is macroeconomic data?
Macroeconomic data refers to the statistical information banks, governments, and statistical agencies collect about the economy’s health.
You may have heard of GDP, inflation, employment numbers and the like.
Stock market prices, house prices, and bond yields also form part of the mix.
Rather than specific industries or individual companies, macroeconomic data looks at the broad economic statistics that help assess the performance, structure, and behaviour of an entire economy.
One key component of macroeconomic data is business investment.
It reflects what corporations are spending on now and what their spending plans are for the future.
Which is why it’s a goldmine.
The latest macroeconomic data is in: artificial intelligence WILL take your job
We’re far from a pre-apocalyptic world where Sarah Connor is trying desperately to convince an unbelieving populace that we’re about to get wiped out by time-travelling robots.
What we do have is the World Economic Forum’s biannual recent ‘Future Of Jobs’ report.
The globalist conglomerate surveyed over 1000 firms worldwide with a combined workforce of over 14 million workers.
40% of employers anticipate reducing their workforce where AI can automate tasks.
The report is huge in its scope and interpretations.
From a global tech equity investing perspective, the ‘big 3’ key findings are:
- Technology roles are the fastest-growing in terms of percentage, including big data specialists, fintech engineers, AI/ML specialists, and software developers. Green jobs like autonomous and electric vehicle specialists, environmental, and renewable energy engineers are also on the rise.
- Fastest-growing skills include AI/big data, cybersecurity, and technological literacy, while creative thinking and lifelong learning are also on the rise. Manual skills are seeing a decline.
- AI influence is significant, with businesses planning to reorient their operations, hire for AI-specific skills, and potentially reduce workforce where AI can automate tasks.
Begin from the premise that employers invest in job roles that will bring the greatest economic benefit to their businesses and you begin to understand where global growth is headed.
How to use macroeconomic data: front-running the globalists
Front-running
noun
- STOCK MARKET – the practice by stockbrokers of dealing on advance information before their clients have been given the same information.
In other words, when a broker buys shares of a stock before placing a customer’s order for the same stock and then sells their shares after the customer’s order is placed.
The broker profits from the difference in price between when they bought and sold their shares.
You know nothing about the transaction, or the reasons for it but are likely paying a higher price for the same shares resulting purely from the broker’s actions.
Front running is illegal in most jurisdictions around the world: it’s an unfair advantage at the expense of investors.
Front-running globalists?
Yeah, we can do that.
If the penny hasn’t dropped yet then here it is:
- The advance information: the WEF just told us that over the next five years, artificial intelligence automation will take jobs that people are doing now.
- The front-run: the tech trade has a huge multiyear tailwind ahead as firms seek to incorporate more tech and artificial intelligence into their daily operations.
Okay, so it’s not exactly front-running because the information has been made public.
What the WEF’s information can do for you is position your investment theme around the fact that the tech trade looks to have legs way beyond this year and possibly into 2030.
Global business hiring, specifically for tech and AI-related roles is the theme.
The tech trade. It still matters.
Global technological innovation has been in plain sight for decades.
What is not so obvious is how to know, with compelling evidence, where the next phase of technological growth is coming from.
The World Economic Forum’s full report paints a picture of a rapidly evolving job market driven by technology, environmental considerations, and demographic shifts, necessitating a strong focus on continuous learning, skill adaptation, and inclusive hiring practices to meet future labour demands.
Skilful prospecting for ‘growth drivers’ uncovers a future based around an explosion of tech roles and the automation of tasks using artificial intelligence.
Start interpreting macroeconomic data as an efficient way of accessing the direction of global growth.
Your portfolio deserves it.
