Latest Industry Trends News
2025 Santa Claus Rally Favors Value and Defensive Stocks
Historical patterns and 2025 sector rotations position value stocks like Russell 1000 Value ahead of growth, with healthcare, utilities, and small-caps gaining from Fed rate-cut expectations and cooling inflation. Defensive equities benefit from mixed DJIA signals and year-end retail inflows.
Transportation and small-cap traction signals broader market rotation.
Fintech Trends 2025: Tokenisation Transforms Asset Classes
Tokenisation expanded to real estate, equities, and art, modernizing markets and democratizing investments for institutions and fintechs. Rapid 2025 developments reshaped asset creation, trading, and valuation beyond cryptocurrencies.
This trend builds on prior momentum, enhancing global access.
CBDCs Advance Globally in 2025 with Pilots and Implementation
Central banks accelerated CBDC efforts worldwide to boost payments, inclusion, and policy tools. 2025 saw major progress in exploration, piloting, and rollout by governments and authorities.
Financial institutions view CBDCs as pivotal for innovation.
Instant Payments Gain Momentum with Cross-Border Collaborations
2025 featured new instant payment infrastructures, regulations, and partnerships like EPI and EuroPA for Europe-wide real-time transactions. Revolut integrated Wero, unifying networks such as Bancomat and Bizum.
Demand for real-time drove global adoption by banks and providers.
EU Health and Energy Sectors Lead R&D Investment Growth
EU firms in health boosted R&D by 13% and energy by 19.8%, outperforming US, Japan, and China peers. Overall EU R&D growth slowed to 2.9%, but these sectors shone amid global 6.3% rise.
ICT, health, and automotive dominate worldwide investments.
AI Shifts Focus to Infrastructure in 2025 Markets
Markets moved from AI innovation to infrastructure, concentrating value in data, energy, and computing control. This drove equity gains for tech-exposed firms amid productivity gains.
Widening gap noted between AI potential and aggregate productivity.
Stablecoins Surge as Key Digital Asset in 2025
Stablecoins became central for payments and remittances with new launches, regulations, and partnerships. 2025 developments solidified their role in the digital ecosystem.
Traction grew via acquisitions and product expansions.
Global ETF Assets Hit Record $19.44 Trillion in 2025
ETFs saw 31% YTD asset growth to $19.44T, with $218B net inflows and 2,759 new launches. November marked 78th consecutive inflow month; 173 new providers entered.
Developed markets ex-US up 30.79% YTD.
Cisco and Arista Poised for AI Networking Boom in 2026
Morgan Stanley highlights Cisco and Arista as 2026 outperformers from AI infrastructure demand in data centers and optics. Cisco gains from sovereign and hyperscale needs; Arista rebounds as AI activations ramp.
Networking investments key to next capex cycle.
Global Trade Surpasses $35 Trillion in 2025
UNCTAD projects global trade over $35T, up 7% YoY despite geopolitics and uneven demand. Trade rose in H2 2025 amid tensions and costs.
This milestone underscores resilient momentum.
Oil Markets Face Oversupply Despite Disruption Risks
IEA forecasts 3.8M bpd surplus in 2026 from OPEC+ cuts unwind and non-OPEC growth. WTI crude down 21% YTD, worst in seven years on structural oversupply.
Supply outpaces demand globally.
R&D Concentration in Top Tech Giants Raises Concerns
Top 5 firms (Amazon, Alphabet, etc.) doubled R&D share to 15% over decade, mirroring profits. This concentrates innovation, questioning market dynamism.
US leads ICT/health; EU in automotive.