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Trends Subcategories Investment Strategies

Your trends

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A-Z Z-A
  • Trend
    Theme
    Impact Areas
    Category
    Summary
    Report
  • 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.
    • Business & Commerce
    • Emerging Technology
    • Finance & Money
    • AI-Driven Transformation
    Impact Areas Construction, Energy, Real estate, Semiconductors, Technology
    Themes AI-Driven Transformation
    Categories Business & Commerce, Emerging Technology, Finance & Money
  • Aging Population Shifts Demand
    • Navigating Global Uncertainty
    • Values-Driven Consumption
    • Healthcare
    • Life Insurance
    • Retirement Planning
    • Business & Commerce
    • Finance & Money

    The aging global population and evolving customer purchasing patterns are creating new opportunities and challenges for insurers.

    McKinsey: Global insurance report 2025
    Aging Population Shifts Demand
    The aging global population and evolving customer purchasing patterns are creating new opportunities and challenges for insurers.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    • Values-Driven Consumption
    Impact Areas Healthcare, Life Insurance, Retirement Planning
    Themes Navigating Global Uncertainty, Values-Driven Consumption
    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.
    • Business & Commerce
    • Emerging Technology
    • Finance & Money
    • AI-Driven Transformation
    • Navigating Global Uncertainty
    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
  • 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 2025
    Active Management Crucial
    Given market volatility and geopolitical uncertainties, active investment management is becoming increasingly important.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Investment strategies, Portfolio management, Risk management
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • 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.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Fixed income, Investment strategies, Portfolio 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.
    • Business & Commerce
    • Emerging Technology
    • Finance & Money
    • AI-Driven Transformation
    • Navigating Global Uncertainty
    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
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