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Top Market Trends for 2025

2025 is shaping up to be a year of precedents, with contributing momentum from both the newly formed U.S. administration and dominating macroeconomic factors that stand to play a large role in market outcomes.

Insights and expert consensus from the AlphaSense platform identify trending themes for the year as cross-sector IPO and deal activity, the impact of tariffs and pursuit of trade exceptionalism, and the influence of policy on emerging advancements in generative AI, healthcare regulation and promising therapeutics, and the future of energy.

In this report, discover the dominant trends and themes for 2025, the macroeconomic factors posing sector-relevant implications, and complementing intelligence you need to make confident decisions in the year ahead.

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Enterprise Software: Assessing AI Adoption Trends

Generative AI is moving from isolated pilots to full-scale deployments, with adoption accelerating in areas like software development and IT service management.
Title slide: Enterprise Software: Assessing AI Adoption Trends, by Michelle Brophy and Sean Carmichael, featuring a computer illustration and AI logo.

From Promise to Performance: How AI Will Evolve in 2026

2025 was the year generative AI grew up, shifting from isolated experiments to integrated systems. What also emerged was a clearer picture of how AI will continue to mature in 2026.
Title slide: From Promise to Performance: How AI Will Evolve in 2026 by Sarah Hoffman, Director of AI Thought Leadership, with abstract tech graphics.

Most-Favored-Nation Policy: Implications for European Drug Launches

The U.S. shift toward most-favored-nation (MFN) drug pricing is forcing pharmaceutical firms to rethink their pricing models and launch strategies in Europe.
U.S. Most-Favored-Nation Drug Pricing Policy: What Does It Mean for Europe? by Sara Mallatt and Sean Carmichael, with a stylized map of Europe.

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