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- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
Illiquid assets, such as private debt and infrastructure, are gaining importance as diversification tools.
Illiquid Asset Diversification- Navigating Global Uncertainty
- Portfolio diversification
- Private markets
- Retail investing
- Business & Commerce
- Finance & Money
Illiquid assets, such as private debt and infrastructure, are gaining importance as diversification tools.
Allianz: Global Investors Outlook 2025Illiquid Asset Diversification
Illiquid assets, such as private debt and infrastructure, are gaining importance as diversification tools. -
Short Trend Summary
Wealthy families are increasingly adopting hybrid advisory models, combining personalized interactions with digital tools for a more tailored and convenient experience.
Hybrid Advisory Models- AI-Driven Transformation
- The Blurring of Physical and Digital Realities
- Client Experience
- Financial Services
- Wealth Management
- Business & Commerce
- Digital Platforms
- Finance & Money
Wealthy families are increasingly adopting hybrid advisory models, combining personalized interactions with digital tools for a more tailored and convenient experience.
Julius Bar: Family barometer 2024Hybrid Advisory Models
Wealthy families are increasingly adopting hybrid advisory models, combining personalized interactions with digital tools for a more tailored and convenient experience. -
Short Trend Summary
The trend of onshoring manufacturing is gaining momentum, driven by political support and a focus on boosting domestic production.
Homeshoring and Manufacturing Growth- Navigating Global Uncertainty
- Economic Growth
- Investment
- Small and Mid-cap Companies
- US Manufacturing
- Business & Commerce
- Finance & Money
- Government & Politics
The trend of onshoring manufacturing is gaining momentum, driven by political support and a focus on boosting domestic production.
Fidelity: Outlook 2025Homeshoring and Manufacturing Growth
The trend of onshoring manufacturing is gaining momentum, driven by political support and a focus on boosting domestic production. -
Short Trend Summary
Higher growth and cycle-neutral cash rates are projected, supporting fixed income returns despite higher starting valuations.
Higher Rates, Healthy Returns- Navigating Global Uncertainty
- Cost of capital
- Economic Growth
- Fixed income returns
- Interest rates
- Investment levels
- Business & Commerce
- Finance & Money
Higher growth and cycle-neutral cash rates are projected, supporting fixed income returns despite higher starting valuations.
J.P. Morgan: Ltcma reportHigher Rates, Healthy Returns
Higher growth and cycle-neutral cash rates are projected, supporting fixed income returns despite higher starting valuations. -
Short Trend Summary
Despite overall growth, a significant funding gap exists for European growth-stage companies, hindering their ability to scale.
Growth Funding Gap- Navigating Global Uncertainty
- European Economy
- Scaleups
- Startups
- Venture capital
- Business & Commerce
- Finance & Money
Despite overall growth, a significant funding gap exists for European growth-stage companies, hindering their ability to scale.
Atomico: State of European tech...Growth Funding Gap
Despite overall growth, a significant funding gap exists for European growth-stage companies, hindering their ability to scale. -
Short Trend Summary
Foundation assets have significantly increased, likely due to strong market performance and wealth transfer, but payout rates remain relatively stagnant.
Growing Foundation Assets- Navigating Global Uncertainty
- Values-Driven Consumption
- Philanthropic Capital Deployment
- Potential for Social Impact
- Resource Allocation
- Business & Commerce
- Finance & Money
Foundation assets have significantly increased, likely due to strong market performance and wealth transfer, but payout rates remain relatively stagnant.
McKinsey: Family philanthropy trends 2025:...Growing Foundation Assets
Foundation assets have significantly increased, likely due to strong market performance and wealth transfer, but payout rates remain relatively stagnant. -
Short Trend Summary
Both public and private investment in AI is increasing, driven by the perceived potential of AI to transform industries and boost economic growth, with a particular focus on generative AI.
Growing AI Investment- AI-Driven Transformation
- R&D
- Technology Infrastructure
- Venture capital
- Business & Commerce
- Emerging Technology
- Finance & Money
Both public and private investment in AI is increasing, driven by the perceived potential of AI to transform industries and boost economic growth, with a particular focus on generative AI.
G7: Driving factors and challenges...Growing AI Investment
Both public and private investment in AI is increasing, driven by the perceived potential of AI to transform industries and boost economic growth, with a… -
Short Trend Summary
Global central banks are cutting policy rates to support economic growth, impacting various sectors from housing to dealmaking.
Global Policy Easing Cycle- Navigating Global Uncertainty
- Commercial Real Estate
- Emerging Markets
- Equities
- Fixed income
- Housing
- Business & Commerce
- Finance & Money
- Government & Politics
Global central banks are cutting policy rates to support economic growth, impacting various sectors from housing to dealmaking.
J.P. Morgan: Outlook 2025 building...Global Policy Easing Cycle
Global central banks are cutting policy rates to support economic growth, impacting various sectors from housing to dealmaking. -
Short Trend Summary
Central banks are navigating a challenging transition from peak interest rates, aiming for a smoother economic landing.
Global Interest Rate Descent- Navigating Global Uncertainty
- Financial Markets
- Global economy
- Monetary Policy
- Business & Commerce
- Finance & Money
Central banks are navigating a challenging transition from peak interest rates, aiming for a smoother economic landing.
Mercer: Economic and market outlook...Global Interest Rate Descent
Central banks are navigating a challenging transition from peak interest rates, aiming for a smoother economic landing. -
Short Trend Summary
Central banks are navigating a complex transition from peak interest rates, aiming for neutral ground amidst balanced growth and inflation risks.
Global Interest Rate Descent- Navigating Global Uncertainty
- Financial Markets
- Global economy
- Monetary Policy
- Business & Commerce
- Finance & Money
Central banks are navigating a complex transition from peak interest rates, aiming for neutral ground amidst balanced growth and inflation risks.
Mercer: Economic and market outlook...Global Interest Rate Descent
Central banks are navigating a complex transition from peak interest rates, aiming for neutral ground amidst balanced growth and inflation risks.