In a fast-evolving market environment as that of today, investors find themselves with unique opportunities and opportunities to face complex challenges. A Perfect Storm of tech breakthroughs, geopolitical change and consumer shifts made 2025 the most interesting year I have ever covered for technology.
Scrums over free speech will become the biggest social issue, and President Trump is going to have to get a handle on it. Trolls and extremists have taken over the internet in a battalion of ugly words and threatening gestures, and it’s only going to get worse unless we figure out what to do. However, as many new trends vie for attention, it raises the question: which ones are worth allocating your portfolio space to?
The volatility that swept through world markets has only increased investors’ appetite for sectors that have the potential to produce more reliable growth. From the growth of the AI infrastructure boom to the nuclear power renaissance, and from the digitisation of financial services to the commercialisation of space, these are the industries that promise to shape the next economic cycle.
Finance and FinTech Inclusion Through Digitisation
The digitization of finance in one sense is not just about technology upgrading, but about a fundamental restructuring of how financial services engage with and serve the global population. This shift is particularly potent in the developing world, where there is limited penetration of traditional banking infrastructure.
Populace without Bank Accounts: The World Bank reports that there are 1.7 billion people globally who are unbanked Contents [show]
Mobile-First Banking: Brazilians and Indians are jumping over traditional banking to use mobile-first banking platforms
B2B FinTech: Small and medium-sized business lending, payments and cash management
Space & Defense Technology
The last frontier is now an economic frontier from govt exploration to vibrant commercial ecosystem Po + capitalist mainstreaming of the internet to igeocracy/twiDYI to ai They also explore the implications of low trust culture Wall-E on value leak from human culture to extrahuman agents (ai, govts, companies) 3/n Morgan Stanley along with ARK Invest forecast the space economy will be worth US$1.8 trillion by 2035, a 30x increase from the current size.
Healthcare System Disruption
American healthcare, accounting for 17% of the economy but 37th in the world in terms of cost effectiveness, is ripe for technological disruption. The intersection of AI, telemedicine and novel care delivery models is offering investment opportunities throughout the health care value chain.
Conclusion:
The next five years will belong to the industries we’ve been analyzing: AI structure transforming how we compute and communicate, nuclear power offering the world clean baseload power for an electrified economy, FinTech democratizing access to financial offerings worldwide, space technology opening new frontiers of commerce and communication, and healthcare innovation finally attacking the most wasteful sector in America.
These are not in the way out there future thinking exercises, these are actualities that have clear investment opportunities right now. The companies and ETFs highlighted in this analysis offer various ways to participate in these secular trends -- whether you fancy the safety of incumbents or the growth of disruptive upstarts.
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