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- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
Fiscal Activism Replaces Austerity- Navigating Global Uncertainty
- Economic Growth
- Government spending
- Inflation
- Infrastructure development
- Technology Investment
- Finance & Money
- Global Challenges
- Government & Politics
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
J.P. Morgan: Ltcma reportFiscal Activism Replaces Austerity
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
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Short Trend Summary
Changing demographics, including aging populations and youth bulges, are influencing the type of infrastructure needed.
Demographic Shifts Shape Spending- Navigating Global Uncertainty
- Education
- Healthcare
- Retirement Planning
- Social Services
- Business & Commerce
- Global Challenges
Changing demographics, including aging populations and youth bulges, are influencing the type of infrastructure needed.
PwC: Capital project and infrastructure...Demographic Shifts Shape Spending
Changing demographics, including aging populations and youth bulges, are influencing the type of infrastructure needed. 
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Short Trend Summary
Increased investment in infrastructure, manufacturing, and housing is driving a rebuilding of the U.S. physical economy.
Rebuilding Physical Economy- Navigating Global Uncertainty
- Construction
- Housing
- Infrastructure
- Manufacturing
- Business & Commerce
- Global Challenges
- Government & Politics
Increased investment in infrastructure, manufacturing, and housing is driving a rebuilding of the U.S. physical economy.
BlackRock: 2025 thematic outlookRebuilding Physical Economy
Increased investment in infrastructure, manufacturing, and housing is driving a rebuilding of the U.S. physical economy. 
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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. 