Follow us
Your trends
- TrendThemeImpact AreasCategorySummaryReport
-
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
While AI continues to drive market momentum, its impact is broadening beyond big tech, creating opportunities in related industries and sectors.
AI and Broader Tech Impact- AI-Driven Transformation
- Business Operations
- Investment strategies
- Technology
- Business & Commerce
- Emerging Technology
While AI continues to drive market momentum, its impact is broadening beyond big tech, creating opportunities in related industries and sectors.
Fidelity: Outlook 2025AI and Broader Tech Impact
While AI continues to drive market momentum, its impact is broadening beyond big tech, creating opportunities in related industries and sectors. 
-
Short Trend Summary
China is experiencing a balance sheet recession, with the private sector prioritizing debt reduction over investment.
China Balance Sheet Recession- Navigating Global Uncertainty
- Chinese economy
- Global growth
- Investment strategies
- Business & Commerce
- Finance & Money
- Government & Politics
China is experiencing a balance sheet recession, with the private sector prioritizing debt reduction over investment.
Julius Bar: Secular outlook 2025China Balance Sheet Recession
China is experiencing a balance sheet recession, with the private sector prioritizing debt reduction over investment. 
-
Short Trend Summary
Fine jewelry is experiencing significant growth, driven by its investment value and enduring appeal in uncertain times.
Elevated Jewelry Demand- Navigating Global Uncertainty
- Investment strategies
- Jewelry Market
- Luxury Goods
- Business & Commerce
- Consumer Attitudes
- Finance & Money
Fine jewelry is experiencing significant growth, driven by its investment value and enduring appeal in uncertain times.
The RealReal: Resale Report 2024Elevated Jewelry Demand
Fine jewelry is experiencing significant growth, driven by its investment value and enduring appeal in uncertain times. 
-
Short Trend Summary
Geopolitical risks, including potential trade wars and shifting global power dynamics, are significantly influencing market dynamics.
Geopolitical Reshaping Markets- Navigating Global Uncertainty
- Global markets
- Investment strategies
- Trade
- Business & Commerce
- Finance & Money
- Government & Politics
Geopolitical risks, including potential trade wars and shifting global power dynamics, are significantly influencing market dynamics.
Allianz: Global Investors Outlook 2025Geopolitical Reshaping Markets
Geopolitical risks, including potential trade wars and shifting global power dynamics, are significantly influencing market dynamics. 
-
Short Trend Summary
The US economy is projected to outperform Europe and Japan, leading to continued global economic divergence.
Global Economic Divergence- Navigating Global Uncertainty
- Currency markets
- Global economy
- Investment strategies
- Business & Commerce
- Finance & Money
- Government & Politics
The US economy is projected to outperform Europe and Japan, leading to continued global economic divergence.
Allianz: Global Investors Outlook 2025Global Economic Divergence
The US economy is projected to outperform Europe and Japan, leading to continued global economic divergence. 
-
Short Trend Summary
As inflation decelerates, central banks are shifting towards more accommodative policies, making income-generating assets more appealing.
Income Investing Gains Traction- Navigating Global Uncertainty
- Fixed Income Markets
- Investment strategies
- Yield-Seeking Investors
- Business & Commerce
- Finance & Money
As inflation decelerates, central banks are shifting towards more accommodative policies, making income-generating assets more appealing.
Amundi: Investment outlook 2025Income Investing Gains Traction
As inflation decelerates, central banks are shifting towards more accommodative policies, making income-generating assets more appealing. 
-
Short Trend Summary
After a period of financial repression, interest rates are returning to levels closer to their historical averages.
Interest Rate Normalization- Navigating Global Uncertainty
- Bond markets
- Government Debt
- Investment strategies
- Monetary Policy
- Business & Commerce
- Finance & Money
After a period of financial repression, interest rates are returning to levels closer to their historical averages.
Julius Bar: Secular outlook 2025Interest Rate Normalization
After a period of financial repression, interest rates are returning to levels closer to their historical averages. 
