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Nine themes set to reshape portfolios

Policies under Trump 2.0 and key regulatory decisions will have an impact on sectors from fintech to biodiversity

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Although tariffs and trade tensions may be challenging in the short term, they are expected to accelerate investments in automation and robotics in response to reshoring trends. PHOTO: AFP

DeeperDive is a beta AI feature. Refer to full articles for the facts.

Ralf Oberbannscheidt

Published Mon, Mar 31, 2025 · 05:41 PM

POLARISATION had an impact on geopolitics, national politics and financial markets in 2024, positioning thematic investing to better capitalise on emerging opportunities. In 2025, significant drivers of structural change include the implementation of US President Donald Trump’s post-election promises and key regulatory decisions in global markets.

These will prompt new business plans and budgets at the corporate level, influenced by supply-chain dynamics, potentially higher funding rates, and intensified merger and acquisition (M&A) activity. The following analyses and insights are driving our high-conviction themes for 2025.

Fintech and financials back in favour

Fintech experienced a robust resurgence in 2024, driven by strong operational results, attractive valuations, and optimism surrounding Trump 2.0. Traditional financials also thrived, buoyed by “higher for longer” rates and increased net interest income.

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