IMCO World View

Accelerating:

Deglobalization: Assertive trade, industrial, and investment policies are hastening the move away from globally integrated markets, as economies place greater emphasis on self-sufficiency.

Policy Inflection: Governments are increasingly taking active measures to reshape global commerce and financial flows, using tools ranging from fiscal stimulus and tariffs to currency adjustments, subsidies, and other novel approaches.

Steady:

Addressing Inequality: Affordable housing and wealth inequality remain persistent and politically significant, even as government focus has shifted toward boosting economic growth through industrial and fiscal stimulus.

Disruptive Technology: AI adoption and advances in electric vehicle batteries are guiding policy development while supporting broad economic productivity gains.

Decelerating:

Climate Change and Sustainability: Energy security is driving countries to expand both conventional and renewable energy sources, while environmental goals receive less emphasis.