Latest / Buy Hold Sell, by Livewire Markets
Buy Hold Sell: 4 hot megatrends shaping markets - and 2 on the rise
AI, energy, infrastructure and defence might look like separate mega trends, but like a giant flywheel, they’re increasingly feeding into one another, creating a feedback loop that is reshaping industries, investment opportunities and the global economy.
The AI boom isn’t just driving demand for semiconductors and cloud computing, it's also triggering a surge in electricity demand, forcing utilities and governments to invest heavily in power generation and grid infrastructure.
On top of that, war and rising geopolitical tensions is driving a structural increase in defence spending, with…
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