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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.
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Short Trend Summary
Public investment can significantly boost economic growth in EMDEs, especially when coupled with fiscal space and efficient government spending.
Public Investment Benefits- Navigating Global Uncertainty
- Economic Growth
- Emerging Markets and Developing Economies
- Private Investment
- Business & Commerce
- Finance & Money
- Government & Politics
Public investment can significantly boost economic growth in EMDEs, especially when coupled with fiscal space and efficient government spending.
WBG: Global economic prospectPublic Investment Benefits
Public investment can significantly boost economic growth in EMDEs, especially when coupled with fiscal space and efficient government spending. 
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Short Trend Summary
The return of Donald Trump to the US presidency signals a renewed focus on economic nationalism, with potential implications for global trade, fiscal policy, and monetary policy.
Trump’s Economic Nationalism- Navigating Global Uncertainty
- Global Trade
- Inflation
- International Relations
- US economy
- US monetary policy
- Business & Commerce
- Finance & Money
- Government & Politics
The return of Donald Trump to the US presidency signals a renewed focus on economic nationalism, with potential implications for global trade, fiscal policy, and monetary policy.
NatWest: The year ahead 2025Trump’s Economic Nationalism
The return of Donald Trump to the US presidency signals a renewed focus on economic nationalism, with potential implications for global trade, fiscal policy, and… 
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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. 
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Short Trend Summary
A shift in focus from monetary to fiscal tightening, alongside structural reforms, is crucial for sustainable growth.
Policy Triple Pivot Needed- Navigating Global Uncertainty
- Economic Growth
- Fiscal policy
- Monetary Policy
- Structural reforms
- Business & Commerce
- Finance & Money
- Government & Politics
A shift in focus from monetary to fiscal tightening, alongside structural reforms, is crucial for sustainable growth.
IMF: World economic outlookPolicy Triple Pivot Needed
A shift in focus from monetary to fiscal tightening, alongside structural reforms, is crucial for sustainable growth. 
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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… 