Against a changing macro backdrop,
EU Forecast highlight some major
themes that may alter investor perceptions
in the years ahead till 2025.
Amongst these are the
emergence of cryptocurrencies in mainstream
fnancial transactions, a shakeout in US equities,
imminent threats to asset managers, the problem
with the link between Chinese real estate and
consumption, and the surprising way in which
performance cars are propping up the auto
sector. Watch out also for development
in artifcial intelligence and augmented reality
with the latter now having an Apple operating
system as a playground to develop in.
new accounting rules will force European
companies to disclose their diversity policies,
this is expected to drive greater uncertainty
in the economy , reduce returns and raise
risk profiles in the EU.
This could cause a rapid rise in funds allocated to
diversity-based strategies, which will absorb such funds
and then flop , with consequences for
companies that score poorly (who will discover a new
form of economic racism in the market).