


Welcome to the cio investment club. Our website is exclusively for institutional/professional investors.
Our content, which includes investment research, market analysis, and other informational material is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to sell or solicit any security.
Content on this website is intended only for institutional or professional investors and is for informational purposes only. It does not constitute investment advice, a recommendation, or an offer to sell or solicit any security.
We approach the AI revolution through an integrated framework that combines bottom-up company and sector evidence with top-down macro analysis. This paper presents the top-down pillar of that framework, designed to assess how AI may affect macroeconomic variables such as real GDP growth, inflation and equilibrium interest rates.
Monday 27th July 2026
By downloading content from this page, you agree for the cio investment club to share your contact details with Fidelity International so they can add you to their marketing contact list. The views and opinions expressed here are those of Fidelity International and may not represent the views of the cio investment club.