--- title: Our 10 big ideas - 2025 description: Having great ideas is a great idea. image: https://blog.syzgroup.com/hubfs/2025%20image.png --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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If you made a mistake, please change here USA Country Switzerland Canada: Other than Ontario, Quebec, Alberta Canada: Ontario, Quebec or Alberta USA Other country Language Language English French German Italian I confirm Legal information This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) ### Our 10 big ideas - 2025 Having great ideas is a great idea. [**-**](https://blog.syzgroup.com/slow-food-for-thought/author/-) **Monday, 03/17/2025** | - [![Pdf](https://blog.syzgroup.com/hubfs/pdf%20(1).png)](file:///C:/Users/awyneken/OneDrive%20-%20Banque%20Syz%20SA/Desktop/big%20idea%202025_final%20for%20SM2.pdf) - - - - --- ## #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. --- #### Disclaimer This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. Read More ## Related Articles [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [AI: bubble, super-cycle, or both?](https://blog.syzgroup.com/slow-food-for-thought/ai-bubble-super-cycle-or-both?hsLang=en) Why the hyperscalers’ spending spree and circular AI financing deserve scrutiny, why the AI boom may still have years to run, and where the best investment opportunities may lie. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 16/10/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [Anthropic Q3: spectacular numbers, harder questions](https://blog.syzgroup.com/slow-food-for-thought/anthropic-q3-spectacular-numbers-harder-questions?hsLang=en) Anthropic told investors at its third-quarter results briefing that revenue reached $16.8bn, up 46% from $11.5bn in the second quarter, and that it was profitable on an adjusted basis and cash-flow positive for the second quarter running. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 15/10/2026 [Focus](https://blog.syzgroup.com/slow-food-for-thought/tag/focus) #### [The market that never sleeps](https://blog.syzgroup.com/slow-food-for-thought/the-market-that-never-sleeps?hsLang=en) Wall Street closes at 4 p.m., but a growing share of trade now carries on through the night. Welcome to the world of tokenised assets. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 13/10/2026 ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. [Discover more](https://blog.syzgroup.com/syz-the-moment?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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