Trend Capitalism rebalanced
Summary
EY argues the system is functioning as designed - allocating to short-term returns, rewarding scale, externalising unpriced costs - and that this optimisation for a stable world becomes a vulnerability in a NAVI one, so the open question is how and when it adapts rather than whether.
Classification
Main topicMacroeconomy & Finance
Region menusGlobal
Impactscope:global
Time horizon4-10 years (2026-07-25)
Last updated2026-07-29 04:49:52
Evidence 1
- Futures Reimagined: EY Megatrends 2026 and beyond EY (Ernst & Young Global Limited) page=58;section=Megatrend 8: Capitalism rebalanced 2026 accessed 2026-07-25
Observed signals 9
- Signal91% of European companies report investor pressure on sustainability
- SignalCertified B Corporations up 131% since 2007
- SignalEmissions under carbon pricing up roughly fivefold since 2005
- SignalFirms with comprehensive training report 218% higher income per employee
- SignalGlobal adult literacy up from 81% to 88% since 2000
- SignalGlobal labour force participation projected to fall 0.2 points a year
- SignalRedirecting 1% of GDP to infrastructure or education raises output 1.5-6%
- SignalTop 0.001% hold triple the wealth of the bottom half; seven firms are a third of the S&P 500
- SignalTop 20 asset managers reach 47% of global assets under management
Part of issues 4
- IssueAutomotive: technology-agnostic strategies replace all-electric targets1 trends · 0 signals
- IssuePrivate equity: patient governance suits a rebalanced system1 trends · 0 signals
- IssueUnderinvestment where value is long-term, diffuse or hard to monetise1 trends · 0 signals
- IssueWealth and asset management: concentration rises as margins thin1 trends · 0 signals
Relation types: constitutes · supports
Public id: fm-02730627efde