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Waves of Investment Megahype. Digital, ESG, AI: What’s Next?

Author

Listed:
  • Evgeny Vinokurov

    (Eurasian Development Bank)

  • Alexey Kuznetsov

    (Eurasian Development Bank)

  • Artur Sharafutdinov

    (Eurasian Development Bank)

  • Konstantin Fedorov

    (Eurasian Development Bank)

  • Vikrotia Babajanyan
  • Aigul Berdigulova

    (Eurasian Development Bank)

  • Anton Dolgovechny

    (Eurasian Development Bank)

Abstract

Investment booms often lead to speculative bubbles. At the same time, they are engines that accelerate the emergence and scaling of new industries. Over the past years, the world has experienced peaks in digitalization (2021), the ESG agenda (2023), and artificial intelligence (2025). These investment waves would give necessary technology to the next waves. This report starts with reconstructing the life cycle of a productive investment boom - from the hidden formative phase through exponential growth to the stage of normalisation and consolidation. Bases on that, looking 5-10-20 years into the future, we identify several likely candidates for future global investment waves. They include biotech and longevity; robotics and autonomous systems; virtual reality, energy storage, climate adaptation and a few others. Our personal favorites are biotech and robotics. Additionally, the report argues that states would be particularly interesting in investing into ‘long and healthy life’ as a means to solve deep structural problems of the labor markets.

Suggested Citation

  • Evgeny Vinokurov & Alexey Kuznetsov & Artur Sharafutdinov & Konstantin Fedorov & Vikrotia Babajanyan & Aigul Berdigulova & Anton Dolgovechny, 2026. "Waves of Investment Megahype. Digital, ESG, AI: What’s Next?," Working Papers 023343, Eurasian Development Bank.
    • Handle: RePEc:ris:eabrwp:023343
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    JEL classification:

    • O30 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - General
    • O31 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - Innovation and Invention: Processes and Incentives
    • I11 - Health, Education, and Welfare - - Health - - - Analysis of Health Care Markets
    • I15 - Health, Education, and Welfare - - Health - - - Health and Economic Development
    • I19 - Health, Education, and Welfare - - Health - - - Other
    • J11 - Labor and Demographic Economics - - Demographic Economics - - - Demographic Trends, Macroeconomic Effects, and Forecasts
    • J24 - Labor and Demographic Economics - - Demand and Supply of Labor - - - Human Capital; Skills; Occupational Choice; Labor Productivity

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