Investment Megatrends for 2025

The deVere Group, a global financial advisory and asset management firm, has highlighted three investment megatrends expected to shape the economic landscape in 2025:

1. Rise in Global Conflict

   • Geopolitical tensions are intensifying globally, particularly affecting Europe, the Middle East, and East Asia.
   • The global conflict index is at its highest since World War II, with over 50 active armed conflicts.
   • Increased defense spending is predicted, with the U.S. expected to surpass $1 trillion in 2025.
   • Long-term investment opportunities lie in military technology, missile systems, and cybersecurity.

2. Surge in Energy Demand

   • Economic growth, electrification of transportation, and AI advancements are driving record levels of energy consumption.
   • Significant investment opportunities in the nuclear sector, as legacy plants are refurbished amidst regulatory challenges.
   • The revival of offshore oil and gas exploration signals a continued reliance on traditional energy sources alongside renewables.

3. Transformative Impact of Artificial Intelligence (AI)

   • AI is a key driver of change across industries, leading to major investments in AI infrastructure, data centers, and cloud capabilities.
   • Companies focused on AI infrastructure are expected to lead in market gains, positioning AI as foundational for future economic growth.

Guidance for Investors

Nigel Green, CEO of deVere Group, advises investors to adapt their portfolios in alignment with these megatrends, rather than reacting solely to short-term market changes. He emphasizes the importance of strategic positioning amidst conflict, energy challenges, and AI innovations. The deVere Group remains dedicated to guiding clients through these complexities, focusing on the transformative megatrends anticipated in 2025.

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