\t\t\t\t\tHow polarisation affects the 150 trends<\/p>\n
This polarised backdrop will have a varied impact on the roadmap. While some trends face near-term headwinds, others will show long-term resilience. Over the next\u00a0decade, investors\u200b\u00a0should assess portfolios with these considerations in mind:\u200b<\/p>\n
Selectivity replaces breadth:\u00a0Previously, global breadth was an advantage,\u00a0offering more exposure to growth. However, it may now be better to embrace regional nuances and localised supply chains. This may challenge trends such as\u00a0Semiconductors 3.0,\u00a0where standards may diverge from the prior assumption of global consensus or safe manufacturing havens.<\/p>\n
Near-term resilience takes priority:\u00a0Sustainability is increasingly being balanced against near\u2011term resilience considerations, decoupling it from certain trends. Take\u00a0Artificial Intelligence. This was\u00a0closely linked\u00a0to sustainability in our last roadmap, but AI infrastructure\u2019s hunger for power may drive both\u00a0Fossil Fuel Resurgence\u00a0and\u00a0Renewable Energy\u00a0in the short term, even though the two trends\u00a0appear to be\u00a0\u200b\u200b\u200b\u200b\u200bat odds\u200b\u200b\u200b.\u200b<\/p>\n
A widening automation gap: A\u00a0\u200bproductivity divide will separate digital-first adopters from\u00a0\u200blaggards,\u200b\u00a0and\u00a0emerging\u00a0from developed economies. This disparity will have a significant social impact. For instance, as automation becomes more prevalent, trends that focus on reskilling, including\u00a0Lifelong Learning\u00a0and\u00a0Education Technology\u200b,\u200b\u00a0will grow in importance. Meanwhile,\u00a0Social Credit\u00a0may become necessary to deal with the economic fallout of workforce displacement.\u00a0<\/p>\n
Industrial bifurcation amid policy asymmetry:\u00a0Government policy could dictate winners and losers in certain industries. Trends with exposure to advanced manufacturing, domestic re-shoring and tech infrastructure will\u00a0likely benefit\u00a0from increased government support. \u200b\u200bI\u200bn contrast, industries that are unsupported or even penalised may lag. \u200b\u200bFor\u200b\u00a0example, there is varying policy support for\u00a0Battery Recycling\u00a0between the US Inflation Reduction Act and the EU Green Deal. This divergence creates opportunities for investors who can navigate these discrepancies.<\/p>\n","protected":false},"excerpt":{"rendered":"How polarisation affects the 150 trends This polarised backdrop will have a varied impact on the roadmap. While…\n","protected":false},"author":2,"featured_media":44157,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[21264],"tags":[4716,1418,3343,8489,21509,21506,1188],"class_list":["post-44156","post","type-post","status-publish","format-standard","has-post-thumbnail","category-barclays","tag-4716","tag-ai","tag-barclays","tag-global","tag-innovation-edge","tag-macro-shifts","tag-research"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@UnitedKingdom\/116613088987578084","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts\/44156","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/comments?post=44156"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts\/44156\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/media\/44157"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/media?parent=44156"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/categories?post=44156"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/tags?post=44156"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}