Podcast | Creating Resilience

One Jump Ahead: Bank of America’s Global Strategist on the megatrends reshaping the world

July 18, 2023 34 Minute Listen

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What major forces will influence the future of commercial real estate? Bank of America’s Global Strategist Haim Israel offers insights on shifting demographics, technology, sustainability and the pandemic’s lasting effects.

One Jump Ahead: Bank of America’s Global Strategist on the megatrends resha...

July 18, 2023 34 Minute Listen

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Unique insights on what matters most today in commercial real estate.


Key Takeaways from Bank of America’s Global Strategist Haim Israel:

  1. A plateauing population is one of the most important megatrends, with an eventual decline expected for the first time in history.
  2. Governments need to rethink economic models and policies to address the challenges posed by pension funding deficits and an aging population.
  3. Technology is a deflationary force that can help boost productivity and decrease the cost of living.
  4. Industries likely to benefit from megatrends include technology and healthcare.

Guests

Photo of Haim Israel

Haim Israel

Global Strategist, Head of Global Thematic Investing Research, Bank of America

Haim Israel is a Managing Director and Global Strategist who heads the Global Thematic Research team. Prior to this, Israel was the head of Bank of America’s EEMEA Technology, Media and Telecommunication Research team. For the past three years, Israel and team have been ranked first in the Thematic Research and ESG – Integrated Climate Change teams in the Institutional Investor Extel Global Survey. Israel attained his MBA from The Hebrew University, Jerusalem, and also holds a dual major in Finance & Business.

Host

Photo of Spencer Levy

Spencer Levy

Global Client Strategist & Senior Economic Advisor, CBRE

Spencer Levy is Global Client Strategist and Senior Economic Advisor for CBRE, the largest commercial real estate services firm in the world. In this role, he focuses on client engagement and public-facing activities, including thought leadership work performed in conjunction with CBRE Research. He also serves as Co-Chair of the Real Estate Roundtable’s Research Committee.

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