The economy and
investment projections look pretty good for the US in 2025. US based large caps
are outperforming many other nations (This is where you can ask why and look
into it). The sentiment and prospects for investing in the US seem positive and
with some policy adjustments we likely can further enhance that influx of
capital and find places to settle headquarters moving back (For some companies
that might be a first step. Fo existing companies they might consider
reinvesting back in U.S. based companies). New FDI investment on top of recent
technology innovations (AI productivity gains) mixed with recent infrastructure
development means we are also likely going to see radical environmental change.
Money, technology, human capital, and the market need to all come together at
the right time could create a transactional cocktail that enhances the
possibility/probabilities of growth.
(Let us do some theory exploration. As a side
note some believe we are in a type of Digital Era/Information Age that is an upgraded economic platform
based on rapid development of the Internet over the past few decades with forced COVID adaptations that has
fundamentally changed us from industrial economic models of the past to the digital models of the future. We will
become much more data rich letting us see patterns we couldn't see before. For example,
continuing the line of research on economic clusters such clusters might
include dashboards and other data markers to help see what an economic ecosystem looks
like. Going down that same strain of thought there are likely going to be many smaller
transactions locally and fewer but larger ones to regional or even global
supply lines. I'm curious if we took some of that investment upswing and strategically
pack invested it to create a new industry to fill some market gap to see what rapid innovation could occur 🤔In theory anyway is
possible. Theory is theory but there is some support for it.)
Anway, the
report I read is pretty good stuff.
Northern Trust Global Investment Outlook 2025
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