What are the trending and dying professions?
What sectors will see a higher demand for employees and vice versa over the next ten years?
For example, many have been speculating that traders are a thing of the past due to a higher amount of automation and high-frequency trading.
What is going to be the "hot" area of the next decade and what area(s) will die out?
Tough to say but prob tech and energy
ditto. tech and energy will probably be the next drivers for growth. maybe add infrastructure/rail/transportation and utilities.
if were gonna stay general, lets not forget biotech and healthcare.
my guess is that paying attention to where PE/VC funds are investing might give you a heads up too....they seem to be heavy in most of the areas mentioned above..
Infrastructure - rails, industrials, transports, consumer financing, utilties - all drivers of large scale growth.
Tech as well.
Fundamental knowledge of these areas will be very useful
Areas going out of favor - not really sure, I think industry-wise all areas are great. But the equity-side of things is much more computer driven than the rest of them
This is within the context of the US and to a lessor degree other western nations. Some of these trends are applicable globally. As far as timing, some of these trends are already several years in, while others have a while until they hit critical mass.
Dying: Traditional media Manufacturing
Hot areas: Broader healthcare (nursing, managed care, technicians, etc) Alternative energy Services (specialized consulting, data systems, security, hr outsourcing, etc) Education (for-profit education, online, charter schools, etc) Robotics Health-focused foods and consumer products Longevity hedging/swaps Privatizations (look for broke governments to start pawning off assets)
also, within tech. i think the way we access/parse/search for information has still got quite a few revolutions to go. watch out google, yahoo and aol were invincible too.
I see more algo trading. More regulation, so trades will be defined around those regulations.
On its way out: US consumer finance, US retailers, the USD.
On the up-and-up: US infrastructure, energy, US manufacturing (cheap USD).
What are the hot sectors and top firms: technology, financial, biotech, etc... (Originally Posted: 10/07/2010)
What are the hot sectors (technology, financial, biotech, others.) and who are the top firms in each? Starting to look out there and there isn't a good summary of this anywhere?
Sector: TMT Firms: KKR, Blackstone
Wrong
Renewable energy is the biotech of 15 years ago. Don't listen to the guy that said google was a bubble.
Financial Services / Technology / Healthcare / Insurance
Are you looking @ BB or MM?
Financial Technology Green Technology China!!!!
2012's Hottest Industries and Sectors (Originally Posted: 01/11/2013)
Hey Monkeys,
Just curious what everyones' take is on the hottest industries and sectors across the investment/deal space during 2012?
enterprise hardware and software prolli. They are acquiring every start-up under the sun that deals with flash memory caching, SAAS, cloud, and SDN.
Should be a hot year for pharma the next two years as their patents are all expiring so they need to recharge their pipeline. They usually fund smaller companies and gives them milestone payments, and then when the drug looks like its gona be a blockbuster, ACQUIREE.
natural resources and FIG
Specialty Finance, and Mortgage Servicing in particular, are blowing up right now. Interested to see how the fare in 2013... And obviously there's a lot of talk about Natural Gas, any other resources that you're referring to Affirmative?
Plastics.
For coverage in IBD, probably the TMT space.
What are people's thoughts on the healthcare industry? How is the deal flow going to be for healthcare groups in 2013 and beyond?
Also, how is BAML's healthcare group? Where do BAML healthcare analysts usually go after their 2 years? Is it good for exit opps?
Healthcare is anti-cyclical. However, pharma is going to see increased deal activity as patents expire. Top groups in healthcare are Jefferies and GS.
What will be the next hot area in Markets? (Originally Posted: 05/18/2008)
So over 2004-07 credit seemed to be the hot area of Financial Markets, lots of the most hardcore grads running to the Structured Credit Trading desks playing with CDOs and ABS', until that all blew up in their face.
Right now the hot area seems to be commodities, the ever-soaring oil price being a daily headline, with precious metals also a sensible investment in these markets.
What do you think will be the hot desks/areas of the future? Will exotic credit trading make a comeback in 5yrs, with lessons learnt from the subprime bubble? Will a new area within derivatives take centre stage?
Continued advances in Equity derivatives. Structured Notes, continued rapid growth in options trading.
"Oh - the ladies ever tell you that you look like a fucking optical illusion?"
What about insurance derivatives? They are probably never going to be near the scale the OP is refering to (exotic credit etc.) but thay could become an interesting area. I know at least one of the big inter dealers (ICAP) has invested a sizeable amount of resources building an insurance derivatives broking platform.
What do you guys think about carbon credits and such?
i think insurance derivatives will also be hot given the upcoming pension fund crises. also many banks are building platforms and indices (JPMorgan, Credit Suisse, Goldman Sachs) to help build a market. wouldn't be surprised at all if they were the next big thing.
Ill buy carbon credits and sell insurance derivs as to what turns out bigger.
"Oh - the ladies ever tell you that you look like a fucking optical illusion?"
Not sure about carbon credits getting big anytime soon. Didn't work in europe because the quotas were set ridiculously high...emissions quotas weren't fully used...spot tanked. Governments need to put a bit more thought behind these ideas because they haven't actually reduced emissions. But it's definetly one for the future.
Umm emissions is a pretty decent market in Europe right now and NYMEX is starting a contract at the end of this year. Not sure where you're getting this info...
Yeah seriously, emissions trading has been expanding rapidly in Europe and now the US and Canada want to catch up (but won't for many years it seems).
emissions has been expanding rapidly as is evident in the increase in price of seats on the CCX, but it is tough to say whether it will be around for good or whether it's just a fad.
bump
cs pulled out of emissions last yr
How serious has CS ever been about commodities though?
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