Socks to Watch: growth sectors vs. under pressure Sectors (2025–2027) ?

Over the next three years, financial markets are expected to remain highly polarized: some sectors are poised for growth, while others may continue to face pressure. Investors and market observers will need to combine long-term vision, careful selection, and active monitoring.

Among the most promising areas are artificial intelligence, energy transition, cybersecurity, and a rapidly growing yet often underestimated sector: pharma/oncology

Growth Sectors 2025–2027

The rise of AI, machine learning, data centers, and cloud applications continues to drive strong demand for advanced chips and IT infrastructure. Companies positioned in these segments are solid candidates for growth over the next few years.

Amid geopolitical uncertainties and increasing cyber threats, demand for IT security solutions, infrastructure protection, and technological defense remains high and continues to grow.

Pressure to limit climate change, achieve carbon neutrality targets, and transition to renewable energy is driving investments in solar energy, energy storage, and “green” infrastructure.

Luxury brands or premium goods perform well due to clients less sensitive to economic cycles, high purchasing power, and stable demand despite economic uncertainty.

Aging populations and medical innovation position health and biotech as defensive and growth sectors, among which oncology stands out as particularly strong.

??Focus: Pharma / Oncology — A Long-term bet

Oncology remains one of the most dynamic and resilient sectors for 2025–2027, offering high growth potential. Key factors include:

•  Market Size & outlook

• In 2024, the global oncology market was estimated at USD 225 billion.
• It is expected to grow at around 11–12% per year, reaching several hundred billion in the coming years.

•  Innovation & Treatment diversification

Oncology today integrates cutting-edge technologies: immunotherapies, targeted therapies, cellular therapies, radiopharmaceuticals, and personalized medicine. These approaches improve success rates, diversify treatment options, and expand markets.

•  Strong structural demand

Cancer prevalence is increasing worldwide due to aging, risk factors, and more frequent diagnostics, ensuring stable demand less sensitive to economic cycles.

•  Value & profitability

Oncology treatments, especially recent innovations, often command high prices with strong margins. For major pharmaceutical companies with robust pipelines, this provides a favorable framework for growth and profitability.

Oncology pharma thus combines growth, innovation, resilience, and profitability, a rare combination in any sector.

 

?? Sectors under pressure 2025–2027

• Commercial Real Estate / Offices: enduring remote work, high capital costs, and uncertainty over leasing demand.
• “Traditional” Automotive: transition to electric vehicles, competitive pressure, uncertain margins.
• Low-Cost / Standard discretionary consumption: inflation, changing habits, rise of second-hand markets.
• Mature Telecoms / Traditional utilities: saturated markets, heavy investment required for limited growth.

 

?? Stocks & sectors to watch

Theme / Sector	Examples / Target profiles
AI & Semiconductors	Chip manufacturers, GPUs, servers, data centers, cloud infrastructure
Cybersecurity / Tech defense	SaaS vendors, cloud security, cyber defense solutions
Energy Transition / Green energy	Solar producers, energy storage, green energy integrators
Health / Oncology	Big pharma with robust pipelines, innovative biotech, advanced therapies
Luxury & Differentiated goods	Premium brands, durable goods, high-end segments

 

Stocks to track by favorite sector

Sector / theme	Stocks to watch	Why / key strength
AI & Semiconductors	Nvidia, ASML, TSMC, AMD	GPU & advanced chip leaders, strong AI infrastructure demand
Cybersecurity & Tech Defense	CrowdStrike, Palo Alto Networks, Fortinet, Palantir	Recurring SaaS revenue, critical infrastructure protection, sustained growth
Energy Transition / Storage	First Solar, Enphase, Fluence, Tesla Energy	Renewable growth, battery storage, political support & subsidies
Health / Biotech & Oncology	Merck (Keytruda), Roche (bispecifics), AstraZeneca (Tagrisso), Novartis (Pluvicto), BMS (CAR-T)	Solid pipelines, strong innovation, structurally growing demand
Luxury / Differentiated Goods	LVMH, Hermès, Kering, Richemont	High margins, economic resilience, stable premium demand
Automotive / EV & Transformation	Tesla, BYD, Rivian	Electric transition, EV leaders & battery suppliers

Disclaimer: The information and examples in this article are provided for informational and educational purposes only. They do not constitute personalized financial advice. Every investor should conduct their own research and consult a professional before making investment decisions.

 

?? Conclusion — A bipolar world: innovation vs. the old guard

2026–2027 promises to be a pivotal period: innovative, technological, sustainable, and health-related sectors are likely to benefit from a favourable environment, structured demand, changing lifestyles, and global challenges (health, climate, technology). Meanwhile, “classic” or cyclical sectors heavily dependent on macro conditions are likely to remain fragile.

For investors or economic actors, the key will be to focus on durable, innovative themes with high barriers to entry, while maintaining flexibility, prudent diversification, and active monitoring of global dynamics.