As we celebrate a year of Sound Economies with Mel & Peter, we look back at the megatrends we saw in early 2025 and evaluate how these have developed. We also identify some wildcards, such as the swift rebalancing of trade and investment flows away from the US and a worsening middle-income squeeze that has triggered protests worldwide. Finally, we take a view of the road ahead and share the trends we expect to continue into 2026.

Time stamps:

00:00 - Start

00:27 - Quick updates

01:47 - The latest on global markets

02:32 - A look back on megatrends

20:18 - Lundgreen's Capital: The next big step

20:43 - This year's wildcards

25:23 - Our global outlook