January 2025 has so far brought significant shifts in global trade, technology, and economic policy, each with far-reaching implications for investors. The U.S. is moving toward a more protectionist economic stance, proposing broad-based tariffs on imports.¹ The move has raised concerns over global supply chain disruptions, with European manufacturers and exporters preparing for new trade barriers. At the same time, the U.S. withdrawal from the World Health Organization (WHO) forces Europe to reassess its role in global health policy and the security of its pharmaceutical and biotech supply chains.²
Meanwhile, in technology, AI is going through a transformation. China’s DeepSeek AI has unveiled its R1 model, an open-source artificial intelligence system capable of competing with leading Western models at a fraction of the cost. The announcement triggered a sell-off in U.S. tech stocks, reflecting uncertainty over how global AI leadership will advance. For Europe, this accelerates a long-standing challenge: the need to balance AI regulation with investment in high-growth sectors such as semiconductors, automation, and enterprise AI.³
For investors, these developments demand a reassessment of strategy. This guide explores the top investment trends 2025, from AI and tech stocks trends to sector-specific investment trends.
Understand the forces that shape global markets to navigate the latest investment trends and identify emerging investment opportunities.