Your trends
- TrendThemeImpact AreasCategorySummaryReport
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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
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
Impact investing remains relatively low despite its potential for aligning investments with mission.
Stagnant Impact Investing- Values-Driven Consumption
- Investment strategies
- Mission-Related Investments
- Social Impact Bonds
- Business & Commerce
- Finance & Money
Impact investing remains relatively low despite its potential for aligning investments with mission.
McKinsey: Family philanthropy trends 2025:...Stagnant Impact Investing
Impact investing remains relatively low despite its potential for aligning investments with mission. -
Short Trend Summary
In a volatile geopolitical environment, investors are favoring 'store-of-value' equity markets with strong institutions and shareholder protections.
Store-of-Value Equities- Navigating Global Uncertainty
- Equity Markets
- Geopolitical Risk
- Investment strategies
- Business & Commerce
- Finance & Money
In a volatile geopolitical environment, investors are favoring 'store-of-value' equity markets with strong institutions and shareholder protections.
Julius Bar: Secular outlook 2025Store-of-Value Equities
In a volatile geopolitical environment, investors are favoring 'store-of-value' equity markets with strong institutions and shareholder protections. -
Short Trend Summary
Emerging markets, particularly Southeast Asia, are benefiting from supply chain diversification, driven by improved cost competitiveness.
Supply Chain Diversification- Navigating Global Uncertainty
- Emerging Markets
- Investment
- Southeast Asia
- Supply Chains
- Business & Commerce
- Finance & Money
Emerging markets, particularly Southeast Asia, are benefiting from supply chain diversification, driven by improved cost competitiveness.
Allianz: Global economic outlook 2024-2025Supply Chain Diversification
Emerging markets, particularly Southeast Asia, are benefiting from supply chain diversification, driven by improved cost competitiveness. -
Short Trend Summary
The US dollar is expected to remain strong, driven by robust US growth, trade uncertainty, and capital flows favoring the US.
Sustained Dollar Strength- Navigating Global Uncertainty
- Currency markets
- International Trade
- Investment flows
- Business & Commerce
- Finance & Money
The US dollar is expected to remain strong, driven by robust US growth, trade uncertainty, and capital flows favoring the US.
Goldman Sachs: Markets outlook 2025...Sustained Dollar Strength
The US dollar is expected to remain strong, driven by robust US growth, trade uncertainty, and capital flows favoring the US. -
Short Trend Summary
The return of President Trump introduces uncertainty, particularly regarding trade policies, with potential implications for global markets and specific sectors.
Trump Presidency Impact- Navigating Global Uncertainty
- Emerging Markets
- Geopolitics
- Global Trade
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
The return of President Trump introduces uncertainty, particularly regarding trade policies, with potential implications for global markets and specific sectors.
UBS: Year ahead 2025Trump Presidency Impact
The return of President Trump introduces uncertainty, particularly regarding trade policies, with potential implications for global markets and specific sectors. -
Short Trend Summary
Donald Trump's re-election victory creates significant uncertainty and potential upheaval in global politics, economics, and trade.
Trumpian Uncertainty and Global Impact- Navigating Global Uncertainty
- Economics
- Geopolitics
- International Trade
- Business & Commerce
- Finance & Money
- Government & Politics
Donald Trump's re-election victory creates significant uncertainty and potential upheaval in global politics, economics, and trade.
IQ: Contagious download 2024Trumpian Uncertainty and Global Impact
Donald Trump's re-election victory creates significant uncertainty and potential upheaval in global politics, economics, and trade. -
Short Trend Summary
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility.
U.S. Election Impacts- Navigating Global Uncertainty
- Emerging Markets
- Fiscal policy
- Global Trade
- Housing Market
- Tax Policy
- U.S. Economy
- Business & Commerce
- Finance & Money
- Government & Politics
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility.
J.P. Morgan: Outlook 2025 building...U.S. Election Impacts
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility. -
Short Trend Summary
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.
US Equity Valuation Challenge- Navigating Global Uncertainty
- Long-term investment returns
- Market volatility
- US equity markets
- Business & Commerce
- Finance & Money
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.
Goldman Sachs: Markets outlook 2025...US Equity Valuation Challenge
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.