On the opportunity side, the technology and innovation sector remains a central focus. Investments in artificial intelligence, automation, and semiconductor technologies continue to be viewed as structural growth drivers. In addition, an increasing sector rotation is evident: financial stocks benefit from stable interest rate levels, while industrial and infrastructure companies are supported by government investment programs. Selected emerging markets also offer potential, particularly where reforms, demographic trends, and sound fiscal policies converge. Commodities such as gold are increasingly used by investors as a hedge against geopolitical uncertainty and inflationary risks.
Sources: https://www.bloomberg.com/technology | https://www.imf.org/en/Publications/WEO