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#1. Lower AI costs to boost adoption
Since the appearance of ChatGPT, large technology companies have embarked in a massive investment cycle pouring money to build data centres for AI. In 2025, big tech is expected to spend $300bn in capex.
#2. Autonomous vehicle
The autonomous driving market has massive potential due to cost savings, improved safety, consumer demand, technological advancements, and environmental benefits. As regulations
evolve and AV technology matures, adoption will accelerate, leading to disruptive changes in transportation, logistics, and urban mobility.
#3. Space: the USD 1.8 trillion economy
The study, “Space: the USD 1.8 trillion economy”, by the WEF and McKinsey, estimates that the value of the space economy will triple to USD 1.8 trillion in the next 10 years.
#4. The resurgence of corporate transaction
A resurgence in various corporate transactions could materialise in 2025, fuelled by a supportive economic outlook characterised by expectations of solid nominal GDP growth in the UK. Furthermore, under Trump 2.0, a lighter regulatory environment is expected to prevail, marked by a more hands-off approach from regulators.
#5. Infrastructure: The “Three Ds”
Over the next decades, trillions of dollars will be required to improve global infrastructure, driven by three key trends, known as the "Three Ds": digitalisation, deglobalisation and decarbonisation. These trends reflect the broad transformations reshaping the global economy. They include the shift toward a digital world, and the growing effort to reduce reliance on global supply chains.
#6. Asian leaders
Weak and slowing economic growth, the burst of the residential market bubble, and trade tensions between China and the US have contributed to the negative investor sentiment towards China. Nevertheless, the country’s long-term prospects appear interesting for investors willing to look beyond the near-term challenges.
#7. Big tech sparks a new era for nuclear energy
Nuclear energy is experiencing a resurgence as the power consumption of data centres has significantly increased, driven by the widespread use of cloud computing to support generative AI services and other internet-based applications used by billions of people.
#8. Good governance in the age of Trumpian laissez-faire
For many investors, governance can be seen as intangible and difficult to quantify, especially in a world where intangible assets are growing in importance due to the shift from an industrial economy to a more intangible asset (knowledge-based) economy.
#9. Gold maintains its shine
Trump’s presidency will certainly continue to boost gold's appeal as a safe haven. Concerns that the Trump administration’s proposed trade tariffs and tax cuts could spark inflation, weaken the USD, and fuel the surge in public debt increase the demand for gold as a hedge against global market volatility.
#10. Short-term, high-carry investments
Why incorporate high-carry investments?
• Secure strong and predictable cash flows – high-carry investments generate stable and substantial income, providing enhanced liquidity and financial security.
• Built-in protection through high buffer – the elevated carry acts as a cushion, mitigating downside risk and reducing volatility.
• Superior yield in a rising rate environment – high-carry strategies offer a compelling alternative to traditional fixed-income assets, outpacing inflation and policy rate hikes.
Why opt for short-dated strategies?
• Enhanced visibility on fundamentals – short-term investments offer better predictability on company performance and financial health.
• Reinvestment advantage and interest rate protection – frequent reinvestment of cash flows enables adaptation to evolving market conditions and rising interest rates.
• Attractive yield premium over money market funds (MMFs) – short-term high-carry strategies deliver a significantly higher return than traditional MMFs.
Want to know more?
Read the full article in the PDF linked at the top right of the page.
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