Your trends
- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
Demographic shifts, including an aging population, and a growing emphasis on social empowerment and well-being are reshaping societies and creating new investment themes.
Societal Transformation- The Power of Community and Connection
- Values-Driven Consumption
- Consumer goods
- Healthcare
- social justice
- Workplace Dynamics
- Culture
- Finance & Money
- Health & Wellness
Demographic shifts, including an aging population, and a growing emphasis on social empowerment and well-being are reshaping societies and creating new investment themes.
HSBC: GPB investment outlook new...Societal Transformation
Demographic shifts, including an aging population, and a growing emphasis on social empowerment and well-being are reshaping societies and creating new investment themes. -
Short Trend Summary
Small states face chronic fiscal difficulties, exacerbated by climate change and debt distress, requiring comprehensive reforms and international support.
Small States Fiscal Distress- Navigating Global Uncertainty
- Climate Change
- Fiscal sustainability
- Small States
- Finance & Money
- Global Challenges
- Government & Politics
Small states face chronic fiscal difficulties, exacerbated by climate change and debt distress, requiring comprehensive reforms and international support.
WBG: Global economic prospectSmall States Fiscal Distress
Small states face chronic fiscal difficulties, exacerbated by climate change and debt distress, requiring comprehensive reforms and international support. -
Short Trend Summary
The report anticipates a rotation within the US stock market, with small-cap and value stocks potentially outperforming large-cap and growth stocks.
Shifting US Equities- Navigating Global Uncertainty
- Small-cap stocks
- US equity market
- Value stocks
- Business & Commerce
- Finance & Money
The report anticipates a rotation within the US stock market, with small-cap and value stocks potentially outperforming large-cap and growth stocks.
Invesco: 2025 Investment OutlookShifting US Equities
The report anticipates a rotation within the US stock market, with small-cap and value stocks potentially outperforming large-cap and growth stocks. -
Short Trend Summary
With inflation seemingly under control, central banks may become more susceptible to political pressure to ease policy, potentially leading to a shift from monetary to fiscal dominance and creating medium-term inflation risks.
Shift to Fiscal Dominance- Navigating Global Uncertainty
- Fiscal policy
- Government Debt
- Inflation
- Interest rates
- Monetary Policy
- Business & Commerce
- Finance & Money
- Government & Politics
With inflation seemingly under control, central banks may become more susceptible to political pressure to ease policy, potentially leading to a shift from monetary to fiscal dominance and creating medium-term inflation risks.
Robeco: 5 year expected returns...Shift to Fiscal Dominance
With inflation seemingly under control, central banks may become more susceptible to political pressure to ease policy, potentially leading to a shift from monetary to… -
Short Trend Summary
Investors are advised to look beyond US mega-cap stocks and explore opportunities in value stocks, Europe, and specific sectors.
Shift Beyond Mega-Caps- Navigating Global Uncertainty
- Equity Markets
- Investment strategies
- Sector Rotation
- Business & Commerce
- Finance & Money
Investors are advised to look beyond US mega-cap stocks and explore opportunities in value stocks, Europe, and specific sectors.
Amundi: Investment outlook 2025Shift Beyond Mega-Caps
Investors are advised to look beyond US mega-cap stocks and explore opportunities in value stocks, Europe, and specific sectors. -
Short Trend Summary
Scope deals, focused on acquiring new capabilities and revenue synergies, are now the dominant form of tech M&A due to increased scrutiny of scale acquisitions.
Scope Deals Dominate Tech M&A- Navigating Global Uncertainty
- Product Integration
- Revenue Synergies
- Technology M&A
- Business & Commerce
- Finance & Money
Scope deals, focused on acquiring new capabilities and revenue synergies, are now the dominant form of tech M&A due to increased scrutiny of scale acquisitions.
Bain: Technology reportScope Deals Dominate Tech M&A
Scope deals, focused on acquiring new capabilities and revenue synergies, are now the dominant form of tech M&A due to increased scrutiny of scale acquisitions. -
Short Trend Summary
Tokenization of real-world assets is gaining momentum, driven by institutional interest and the potential for increased efficiency and liquidity.
RWA Tokenization Expansion- Authenticity and Transparency Reign Supreme
- The Blurring of Physical and Digital Realities
- Asset Management
- Capital markets
- Investment
- Business & Commerce
- Emerging Technology
- Finance & Money
Tokenization of real-world assets is gaining momentum, driven by institutional interest and the potential for increased efficiency and liquidity.
Coinbase: 2025 crypto market outlookRWA Tokenization Expansion
Tokenization of real-world assets is gaining momentum, driven by institutional interest and the potential for increased efficiency and liquidity. -
Short Trend Summary
Investment in RNA therapeutics is surging, driven by the success of mRNA technology and the potential to target "undruggable" diseases.
RNA Therapeutics Investment Boom- AI-Driven Transformation
- Navigating Global Uncertainty
- Biotechnology
- Healthcare
- Pharmaceuticals
- RNA Therapeutics
- Business & Commerce
- Finance & Money
- Health & Wellness
Investment in RNA therapeutics is surging, driven by the success of mRNA technology and the potential to target "undruggable" diseases.
CB Insights: Tech trends 2025RNA Therapeutics Investment Boom
Investment in RNA therapeutics is surging, driven by the success of mRNA technology and the potential to target "undruggable" diseases. -
Short Trend Summary
Telecom companies face increasing operating costs due to digital transformation, network maintenance, inflation, and competition, impacting profitability.
Rising Operational Expenses- AI-Driven Transformation
- Navigating Global Uncertainty
- Finance
- Telecommunications
- Business & Commerce
- Finance & Money
Telecom companies face increasing operating costs due to digital transformation, network maintenance, inflation, and competition, impacting profitability.
Infosys: Telecom industry outlookRising Operational Expenses
Telecom companies face increasing operating costs due to digital transformation, network maintenance, inflation, and competition, impacting profitability. -
Short Trend Summary
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased inflation.
Rising Fiscal Risks- Navigating Global Uncertainty
- Bond markets
- Inflation
- Interest rates
- Business & Commerce
- Finance & Money
- Global Challenges
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased inflation.
Goldman Sachs: Markets outlook 2025...Rising Fiscal Risks
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased…