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Our Scans · (FS.3.04) Investment Theory & Pricing Models · Weekly Summary


  • [New] The World Bank Group, African Development Bank, and Mission 300 partners are expanding investment opportunities through platforms like Zafiri, which aims to mobilize $1 billion by providing patient equity to companies that advance distributed renewable energy solutions. World Bank Group
  • [New] Governance requirements risk deterring the infrastructure investment South Africa urgently needs: compute capacity, reliable energy, venture capital, and talent retention. IEEE Spectrum
  • [New] A decrease in US dollar usage could further lead to a decline in global liquidity, potentially affecting access to credit and capital, harming foreign direct investment. Wiley Online Library
  • [New] The institutional mechanisms required to connect global capital with infrastructure investment opportunities remain underdeveloped. American Affairs Journal
  • [New] Tighter fiscal positions have reduced the financial headroom for public climate investment, and the rapid growth of generative AI has simultaneously increased global energy demand and diverted capital from climate transition opportunities. OneStop ESG
  • [New] Clearly, data availability and quality, and value chain complexity, will present major hurdles for corporations operating in Europe, and addressing them will require investment in systems and capabilities. AgFunderNews
  • [New] International capital will continue flowing toward the UK, but only if new innovation and opportunity creation justifies continued investment. TechBullion
  • Strategic investment in modular and biotechnology-driven production could help Indian firms capture more value, reduce import dependencies, and improve environmental outcomes, while creating high-quality jobs in both rural and urban areas. ETChemicals
  • Access to energy will play a key role in how quickly AI technology develops and where data centers and capital investment concentrate, at the same time as it continues to shape international alliances and drive the trajectory of the global economy. JD Supra
  • Google Labs maintains an AI Futures Fund that supports AI startups with equity funding and strategic resources, with potential for direct investment at growth stages. Blockchain Council
  • By removing the need for T + 2 settlement periods and high-cost intermediaries, it unlocks trillions of dollars in stagnant value, making investment opportunities accessible to a global retail audience while reducing overhead for institutions. KuCoin
  • The investment cycle, projected to exceed $2.2 trillion in global infrastructure spend by 2028, is simultaneously a capital expenditure boom, a labour substitute, and a margin expander. BlackRock
  • EY is forecasting flat UK business investment growth of 0% in 2026, which is then expected to rise to 2% in 2027 and 3% in 2028 as lower interest rates reduce the cost of capital. EY
  • The total copper project capital pipeline stands at approximately $41 to $42 billion, with the six most advanced projects alone representing roughly $20 billion in capital investment and the potential to generate approximately $9 billion in annual export revenue at full capacity. Discovery Alert
  • The ongoing AI investment boom, the structural rise in China's manufacturing capacity (particularly in higher value-added products like vehicles, ships and semiconductors), and the recent substantive decline in the US tariff rate are all expected to support continued strength in exports. Reserve Bank of Australia
  • In the near term, the Supply of patient Capital to UK businesses could improve productivity, though the academic evidence on direct GDP impacts of pension-led infrastructure Investment is genuinely mixed. Kalkine
  • Canada's first Investment Summit and the forthcoming Sustainable Finance Summit will position Canada to compete for global capital and build a climate-competitive economy. Yahoo Finance
  • The largest technology companies are contributing to a surge in data center investment, as their capital expenditure exceeded USD 400 billion in 2025 - and is expected to jump by another 75% in 2026. IEA
  • In the United Kingdom, the Mansion House Reforms aim to direct pension capital into private investments, with the Mansion House Accord targeting £50 billion in defined contribution pension investment in private assets by 2030. Augment Market
  • France has just announced an €8.5 billion investment to increase drone and missile stocks by 400% before 2030. Euronews
  • Investments in data centers continue to grow at unprecedented levels, with annual investment projected to exceed $300 billion in 2027 and individual campuses reaching $10 billion to $30 billion in total insurable value. EFCG
  • Bank of America says it might be time for a new way of thinking about a longstanding bit of investment advice. Business Insider
  • The United Arab Emirates' energy giant Abu Dhabi National Oil Company said on Sunday it is accelerating its investment plans to award projects worth 200 billion dirhams (about 54.5 billion U.S. dollars) between 2026 and 2028 as part of its five-year capital program. Bastillepost

Last updated: 02 June 2026



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