Trends Identified

Life after coal
The energy revolution is reaching its climax as the switch to renewables and electricity is unstoppable.
2018
8 sustainability trends that will define 2018
Cambridge Institute for Sustainability Leadership
Tightening central banks
For the last several years, central banks around the world have engaged in quantitative easing, interest-rate reductions and a general loosening of monetary policy. That's already reversing in the United States, which raised its overnight rate three times in 2017, to between 1.25 percent and 1.5 percent, but in other developed nations rates remain at ultralow levels. For instance, Sweden still has a negative interest rate of minus 0.5 percent. That's likely to change in 2018, says Jeff Knight, Columbia Threadneedle Investments' global head of investment solutions and co-head of global asset allocation. Many people expect the European Central Bank, the Bank of Japan and the Bank of Canada to raise interest rates at some point in 2018, while Bank of England may raise its rate, too. "Other central banks are a year or two behind the Fed in the cycle," he says.
2018
6 global trends that can derail your portfolio in 2018
CNBC
Rising tensions with north Korea
North Korea may now be sending athletes to the Winter Olympics in South Korea, but the threat of war with America remains. While global stock markets haven't reacted much to a potential nuclear fallout, conflict continues to be a risk, says Tim Courtney, chief investment officer at Exencial Wealth Advisors, an Oklahoma City-based financial advisory firm.
2018
6 global trends that can derail your portfolio in 2018
CNBC
A potential us trade war
Will Trump scrap NAFTA? Will he engage in a trade war with China? Those are the questions many investors are likely wondering, and as with most things Trump, it's difficult to know whether his antitrade Tweets and talks are genuine or if they're a negotiating tactic.
2018
6 global trends that can derail your portfolio in 2018
CNBC
A more globally dominant china
Speaking of China, the world's second largest economy is becoming a more dominant global force by the day. In October, at China's 19th National Congress, President Xi Jingping was written into his party's constitution, which has led many experts to believe he won't step down after his second five-year term. "I believe he's going to be here for the next 20 or 25 years," says Catechis.
2018
6 global trends that can derail your portfolio in 2018
CNBC
Unrest in Iran
Unrest in the Middle East is always concerning for investors, especially ones who pay attention to the price of oil. While the recent protests in Iran will likely be contained to that region, if things flare up further, and if it does disrupt oil production — the country produces about 4.4 million barrels of oil per day — then we could see energy prices spike, says Hormozi.
2018
6 global trends that can derail your portfolio in 2018
CNBC
A deteriorating American outlook
The World Bank expects the U.S. economy to grow at 2.2 percent in 2018, while many firms, like Goldman Sachs, expect equities to continue climbing, but that could change if there's a blowup in Washington. With Donald Trump's erratic and often offensive behavior, an ongoing special counsel investigation and an increasingly divided American public, domestic issues could get in the way of a continued bull market.
2018
6 global trends that can derail your portfolio in 2018
CNBC
Transparency trailblazers
Why a new wave of brands are placing honesty and openness at the heart of their marketing
2018
Most contagious
Contagious
Modern masculinity
Brand feminism has been one of the most discussed themes in our industry recently and forward- thinking companies are working hard to improve the way women are portrayed in ads. But some brands are now adopting the same approach to challenge male stereotypes. From husbands doing housework to guys in heels, last year brands began to embrace more diverse representations of men. Since then, the cultural conversation around ‘toxic masculinity’ has gained momentum, pressuring marketers to adapt to the shift or risk irrelevance.
2018
Most contagious
Contagious
The man in the cardboard castle
‘Amazonification’ has become the watch word of 2017. The retail giant has subsumed more than just Whole Foods this year. It has its eye on the whole economic enchilada, the appetite to create an ecosystem and the ambition to build an empire. And as Jeff says, it’s still Day One.
2018
Most contagious
Contagious