Your trends
- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
Businesses and governments are increasing capital expenditures, particularly in AI, power infrastructure, and security, driven by technological advancements and policy support.
Accelerating Capital Investment- AI-Driven Transformation
- Navigating Global Uncertainty
- AI
- Automation
- Energy
- Industrial
- Materials
- Power and Energy
- Robotics
- Security
- Utilities
- Business & Commerce
- Emerging Technology
- Finance & Money
Businesses and governments are increasing capital expenditures, particularly in AI, power infrastructure, and security, driven by technological advancements and policy support.
J.P. Morgan: Outlook 2025 building...Accelerating Capital Investment
Businesses and governments are increasing capital expenditures, particularly in AI, power infrastructure, and security, driven by technological advancements and policy support. -
Short Trend Summary
Consumers are adapting to new financial realities and lifestyle changes brought on by economic hardship and evolving social norms.
Acceptance of New Realities- Navigating Global Uncertainty
- Values-Driven Consumption
- Financial Services
- Hospitality
- Real estate
- Retail
- Consumer Attitudes
- Finance & Money
- Lifestyle
Consumers are adapting to new financial realities and lifestyle changes brought on by economic hardship and evolving social norms.
The Media Store: Trends 5...Acceptance of New Realities
Consumers are adapting to new financial realities and lifestyle changes brought on by economic hardship and evolving social norms. -
Short Trend Summary
Governments are increasingly using fiscal policy to manage economic cycles and address structural issues.
Active Fiscal Policies- Navigating Global Uncertainty
- Economic Growth
- Industrial Policy
- International Competition
- Public Finances
- Business & Commerce
- Finance & Money
- Government & Politics
Governments are increasingly using fiscal policy to manage economic cycles and address structural issues.
Julius Bar: Secular outlook 2025Active Fiscal Policies
Governments are increasingly using fiscal policy to manage economic cycles and address structural issues. -
Short Trend Summary
With falling cash rates, active fixed income strategies and multi-asset approaches are crucial for generating returns and diversifying portfolios.
Active Fixed Income- Navigating Global Uncertainty
- Fixed income
- Investment strategies
- Portfolio management
- Business & Commerce
- Finance & Money
With falling cash rates, active fixed income strategies and multi-asset approaches are crucial for generating returns and diversifying portfolios.
HSBC: GPB investment outlook new...Active Fixed Income
With falling cash rates, active fixed income strategies and multi-asset approaches are crucial for generating returns and diversifying portfolios. -
Short Trend Summary
Given market volatility and geopolitical uncertainties, active investment management is becoming increasingly important.
Active Management Crucial- Navigating Global Uncertainty
- Investment strategies
- Portfolio management
- Risk management
- Business & Commerce
- Finance & Money
Given market volatility and geopolitical uncertainties, active investment management is becoming increasingly important.
Allianz: Global Investors Outlook 2025Active Management Crucial
Given market volatility and geopolitical uncertainties, active investment management is becoming increasingly important. -
Short Trend Summary
The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation.
Active Management Opportunity- AI-Driven Transformation
- Navigating Global Uncertainty
- Active management
- Alpha generation
- Investment strategies
- Market inefficiencies
- Monetary Policy
- Business & Commerce
- Emerging Technology
- Finance & Money
The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation.
J.P. Morgan: LTCMA reportActive Management Opportunity
The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation. -
Short Trend Summary
The aging global population and evolving customer purchasing patterns are creating new opportunities and challenges for insurers.
Aging Population Shifts Demand- Navigating Global Uncertainty
- Values-Driven Consumption
- Healthcare
- Life Insurance
- Retirement Planning
- Business & Commerce
- Finance & Money
The aging global population and evolving customer purchasing patterns are creating new opportunities and challenges for insurers.
McKinsey: Global insurance report 2025Aging Population Shifts Demand
The aging global population and evolving customer purchasing patterns are creating new opportunities and challenges for insurers. -
Short Trend Summary
AI agents are being empowered to make transactions, with crypto emerging as an early payment rail.
AI Agents with Spending Power- AI-Driven Transformation
- The Blurring of Physical and Digital Realities
- AI
- Cryptocurrency
- Fintech
- Payments
- Business & Commerce
- Emerging Technology
- Finance & Money
CB Insights: Tech trends 2025AI Agents with Spending Power
AI agents are being empowered to make transactions, with crypto emerging as an early payment rail. -
Short Trend Summary
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains.
AI Drives Productivity and Growth- AI-Driven Transformation
- Corporate Earnings
- Economic Growth
- Inflation
- Productivity
- Technology Investment
- Business & Commerce
- Emerging Technology
- Finance & Money
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains.
J.P. Morgan: Ltcma reportAI Drives Productivity and Growth
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains. -
Short Trend Summary
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
AI Driving Tech Investment- AI-Driven Transformation
- Construction
- Energy
- Real estate
- Semiconductors
- Technology
- Business & Commerce
- Emerging Technology
- Finance & Money
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
J.P. Morgan: 2025 year ahead...AI Driving Tech Investment
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.