One of the world’s largest asset managers, BlackRock, which manages $10.5 trillion in assets, analyzed the main trends of the coming year in its report “Global Outlook for 2025”.
The document states that artificial intelligence (AI) has the potential to outpace the industrial revolution in terms of impact. AI not only enhances efficiency in certain tasks but is also capable of significantly accelerating the generation of new ideas and discoveries.
“The gigantic prospects of AI are fueling a wave of innovation and investment. While the trajectory of the ultimate transformation is not yet determined, its scope is unprecedented,” according to the BlackRock report.
AI models demonstrate exponential growth: the number of parameters has increased from 10 in the 1950s to 1 trillion in 2024. Investments in AI infrastructure (data centers, processors, energy systems) may exceed $700 billion annually by 2030, which equals 2% of the US GDP.
Also, BlackRock sees the potential of Bitcoin as a new asset class for diversifying portfolios. Along with gold, it has the potential to become a reliable hedge against market risks.
“The role of Bitcoin as a store of value and payment system makes it a promising tool for diversification,” noted Samara Cohen, CIO of ETFs and Index Investments at BlackRock.
All because
the pre-defined maximum supply creates a scarcity of the asset, and Bitcoin’s popularity as a means of payment and value preservation stimulates investor confidence.
After the elections in the USA, the price of Bitcoin again soared to record highs. Analysts link this to the support of cryptocurrencies by the newly elected President Donald Trump. Thanks to its unique drivers, Bitcoin exhibits low correlation with traditional risk assets, making it an interesting long-term instrument.
Meanwhile, the macroeconomic situation in 2025 will remain complex. Inflation will stay high due to rising wages and significant investments in AI. The Federal Reserve’s rate will remain higher than the pre-pandemic level.
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