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  • Trend
    Theme
    Impact Areas
    Category
    Summary
    Report
  • Strategic Investments for Profitability
    • Navigating Global Uncertainty
    • Investment strategies
    • New Business Models
    • Oil and Gas
    • Renewable Energy
    • Business & Commerce
    • Finance & Money
    • Global Challenges

    Maintaining profitability in an uncertain environment requires strategic investments, capital discipline, and exploration of new revenue streams.

    Publicis Sapient: 5 trends shaping...
    Strategic Investments for Profitability
    Maintaining profitability in an uncertain environment requires strategic investments, capital discipline, and exploration of new revenue streams.
    Impact Areas Investment strategies, New Business Models, Oil and Gas, Renewable Energy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, Global Challenges
  • Japanese Yen Resurgence
    • Navigating Global Uncertainty
    • Currency markets
    • International Trade
    • Japanese economy
    • Business & Commerce
    • Finance & Money

    The Japanese yen is poised for appreciation due to shifting interest rate differentials, unwinding of short positions, and its undervalued status.

    Mercer: Economic and market outlook...
    Japanese Yen Resurgence
    The Japanese yen is poised for appreciation due to shifting interest rate differentials, unwinding of short positions, and its undervalued status.
    Impact Areas Currency markets, International Trade, Japanese economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • Economic Nationalism on the Rise
    • Navigating Global Uncertainty
    • Commodity markets
    • Geopolitical tensions
    • Global Trade
    • Inflation volatility
    • Real asset investments
    • Business & Commerce
    • Finance & Money
    • Government & Politics

    A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors.

    J.P. Morgan: Ltcma report
    Economic Nationalism on the Rise
    A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors.
    Impact Areas Commodity markets, Geopolitical tensions, Global Trade, Inflation volatility, Real asset investments
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, Government & Politics
  • Higher Rates, Healthy Returns
    • Navigating Global Uncertainty
    • Cost of capital
    • Economic Growth
    • Fixed income returns
    • Interest rates
    • Investment levels
    • Business & Commerce
    • Finance & Money

    Higher growth and cycle-neutral cash rates are projected, supporting fixed income returns despite higher starting valuations.

    J.P. Morgan: Ltcma report
    Higher Rates, Healthy Returns
    Higher growth and cycle-neutral cash rates are projected, supporting fixed income returns despite higher starting valuations.
    Impact Areas Cost of capital, Economic Growth, Fixed income returns, Interest rates, Investment levels
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • 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 report
    Active Management Opportunity
    The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation.
    Impact Areas Active management, Alpha generation, Investment strategies, Market inefficiencies, Monetary Policy
    Themes AI-Driven Transformation, Navigating Global Uncertainty
    Categories Business & Commerce, Emerging Technology, Finance & Money
  • AI Driving Tech Investment
    • AI-Driven Transformation
    • Construction
    • Energy
    • Real estate
    • Semiconductors
    • Technology
    • Business & Commerce
    • Emerging Technology
    • Finance & Money

    AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.

    J.P. Morgan: 2025 year ahead...
    AI Driving Tech Investment
    AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
    Impact Areas Construction, Energy, Real estate, Semiconductors, Technology
    Themes AI-Driven Transformation
    Categories Business & Commerce, Emerging Technology, Finance & Money
  • Broadening Equity Market
    • Navigating Global Uncertainty
    • Equities
    • Mid-Cap Stocks
    • Small-cap stocks
    • Value stocks
    • Business & Commerce
    • Finance & Money

    After a period of concentrated gains in mega-cap tech, the equity market is broadening, with earnings growth expected to accelerate in other sectors.

    J.P. Morgan: 2025 year ahead...
    Broadening Equity Market
    After a period of concentrated gains in mega-cap tech, the equity market is broadening, with earnings growth expected to accelerate in other sectors.
    Impact Areas Equities, Mid-Cap Stocks, Small-cap stocks, Value stocks
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • Portfolio Rebalancing Crucial
    • Navigating Global Uncertainty
    • Asset Allocation
    • Portfolio management
    • Risk management
    • Business & Commerce
    • Finance & Money

    After years of unusual market performance, portfolio rebalancing is essential to manage risk and capitalize on shifting opportunities.

    J.P. Morgan: 2025 year ahead...
    Portfolio Rebalancing Crucial
    After years of unusual market performance, portfolio rebalancing is essential to manage risk and capitalize on shifting opportunities.
    Impact Areas Asset Allocation, Portfolio management, Risk management
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • Accelerating Capital Investment
    • AI-Driven Transformation
    • Navigating Global Uncertainty
    • AI
    • Automation
    • Energy
    • Industrial
    • Materials
    • Power and Energy
    • Robotics
    • Security
    • Utilities
    • Business & Commerce
    • Emerging Technology
    • Finance & Money

    Businesses and governments are increasing capital expenditures, particularly in AI, power infrastructure, and security, driven by technological advancements and policy support.

    J.P. Morgan: Outlook 2025 building...
    Accelerating Capital Investment
    Businesses and governments are increasing capital expenditures, particularly in AI, power infrastructure, and security, driven by technological advancements and policy support.
    Impact Areas AI, Automation, Energy, Industrial, Materials, Power and Energy, Robotics, Security, Utilities
    Themes AI-Driven Transformation, Navigating Global Uncertainty
    Categories Business & Commerce, Emerging Technology, Finance & Money
  • Renewed Portfolio Resilience
    • Navigating Global Uncertainty
    • Alternatives
    • Commodities
    • Equities
    • Fixed income
    • Hedge Funds
    • Portfolio management
    • Real estate
    • Business & Commerce
    • Finance & Money

    Investors are seeking portfolio resilience through income generation, inflation hedges, and options strategies to manage risk in a volatile macroeconomic environment.

    J.P. Morgan: Outlook 2025 building...
    Renewed Portfolio Resilience
    Investors are seeking portfolio resilience through income generation, inflation hedges, and options strategies to manage risk in a volatile macroeconomic environment.
    Impact Areas Alternatives, Commodities, Equities, Fixed income, Hedge Funds, Portfolio management, Real estate
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
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