DECEMBER 15, 2024—GENERAL EDITION
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HEADLINES:
- No threat from reported drones, officials say (Bloomberg)
- Office property issues impact regional bank performance (Bloomberg)
- ABC pays $15 million to settle defamation suit (NY Times)
- Court denies TikTok's request to freeze ban (NY Times)
TWO GRAPHS:
Data center water use will nearly triple by 2030, reaching 500 million gallons daily. This unexpectedly steep rise highlights the growing environmental impact of digital infrastructure, necessitating sustainable solutions.
Google's energy consumption dramatically surged past Microsoft's in fiscal year 2023, exceeding it by approximately 5 terawatt-hours. This signifies a significant shift in the companies' relative energy footprints, highlighting Google's increasing data center demands.
THE IDEAS:
Mentions: MS, CRTO, MAJESCO, SKIFT, SPGI
01. Power sector sees transformative growth by 2025
The global power sector is undergoing significant changes, driven by the need to diversify energy sources, rising electricity costs, and supply chain risks. This transformation offers investment opportunities in companies poised to innovate and lead this shift.
Related reading:
Power Magazine: C&I Sector Must Diversify Power Sources to Lessen Costs, Supply Chain Risks
CNBC: The power sector is 'transforming,' Morgan Stanley says, naming global stocks set to rise 40%
02. Luxury travel experiences dominate 2025 trends
The travel industry is shifting towards luxury and experiences as consumer preferences evolve. This change poses significant opportunities for travel and hospitality companies that can tailor their offerings to meet high-end demands.
Related reading:
Hospitality Net: Virtuoso® and Globetrender reveal Luxury Travel Trends to watch in 2025
Skift: The Rise of Travel Experiences: 4 Key Insights From Industry Decision Makers
03. Insurance industry accelerates digital transformation
As risks and costs rise, insurers are increasingly adopting digital solutions to enhance efficiency and customer experience. This movement provides opportunities for tech firms specializing in insurance solutions.
Related reading:
Carrier Management: Soft Market Ahead? The Role of Digital Transformation for E&S Insurers
Insurance Industry Blog: Changing Risks, Rising Costs Drive Insurance Transformation for 2025: Majesco
04. Trend-following strategies thrive amidst macro divergence
With ongoing macroeconomic divergences, trend-following investment strategies are seeing increased interest. Investors are advised to adjust their portfolios to capitalize on these differentiated market movements.
Related reading:
Institutional Investor: It’s Prime Time for Trend-Following Strategies as Macro Divergence Continues
Macrobond: Insights from China and India’s High Frequency Indicators, US REIT and NASDAQ trends