Welcome to Shaping Tomorrow

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


  • [New] AI and machine-learning adoption in portfolio and risk-management workflows is expected to reach nearly 70% of investment management firms by 2026. MEXC
  • [New] By 2026, private equity is expected to account for a growing proportion of global minerals investment and innovation leadership. Farmonaut
  • [New] Capital investment in disruptive innovation platforms alone could contribute 1.9 percentage points to annualised real GDP growth during this decade. Wholesale Investor
  • [New] Large investors are signalling that nature exposure has financial consequences, including Norges Bank Investment Management's focus on nature-related disclosures and risk in its portfolio reporting. Natcap
  • [New] The top four hyperscalers are expected to spend roughly $500bn in 2026, with investment increasingly directed towards AI infrastructure, model training, and associated hardware. Astute Group
  • [New] Investment in AI capacity and human capital development, as well as broadband and connectivity in line with the AU Digital Transformation Strategy 2030, are critical in order to boost education and economic development. Business Report
  • [New] Investment teams that treat the current period as an active value-creation sprint, rather than a passive wait, will be better positioned when liquidity is expected to return in 2026. BDO
  • [New] The alliance with the US opens mining opportunities for Argentina through fundamentally different capital deployment mechanisms compared to traditional mining investment models. Discovery Alert
  • [New] President Donald Trump has threatened to ban or significantly restrict Wall Street investment in single-family homes, directing his administration to pursue an executive order that would limit additional purchases by large institutional investors, including private equity and real estate funds. Carta
  • Amazon plans to spend roughly $200 billion on capital investments, including AI and satellite initiatives, and that the scale of the investment surprised investors. Tech Startups - Tech News, Tech Trends & Startup Fundin
  • Corporate Investment in Data Science Training: In future, corporate spending on data science training is expected to exceed $15 billion, reflecting a growing recognition of data as a critical asset. Yahoo Finance UK
  • Achieving the necessary grid build-out would require high levels of net new capital investment - at the tune of ~ $4.9 trillion by 2040, 60% of which would focus on transmission and distribution infrastructure. National Governors Association
  • Executives surveyed expect AI investment to rise roughly 150% between 2025 and 2030, with spending increasingly directed toward product innovation, new services, and business model reinvention rather than cost reduction alone. AI Insider
  • For the first time, the OBS Olympic Video Player will deliver high-definition live streams using Alibaba Cloud's infrastructure, enabling smaller broadcasters to access professional-grade broadcast capabilities without heavy upfront investment. Digital News Asia
  • Global mining investment will be dominated by three main drivers in 2026: geopolitics, the energy transition, cautious capital investment. The Oregon Group - Investment Insights
  • Investment in smart grids must more than double through 2030 to align with net-zero emissions targets, with the gap most acute in emerging markets and developing economies where grid infrastructure is often outdated and lacks real-time visibility. Programming Helper
  • We expect global growth to remain robust in 2026, underpinned by reduced trade-policy uncertainty, a supportive fiscal stance, accommodative financial conditions, and sustained AI-driven capital investment. Goldman Sachs Asset Management
  • If U.S. companies are allowed to re-engage with Venezuela's oil infrastructure, billions of dollars in capital investment could follow. ROI TV
  • Mexico needs more investment to grow and to create quality jobs that will enable us to be more competitive in high value-added industries and to offer higher wages in order to reduce poverty and inequality. Mexico News Daily
  • The principles of a just transition to a low-carbon and net zero economy to mitigate systemic risk, adhere to human rights standards and support sustainable value creation are embedded in NYCERS' Investment Beliefs as well as global and national policies. Office of the New York City Comptroller Mark Levine

Last updated: 17 February 2026



Please stand by...

The magic is happening, but it might take a couple of minutes.

Login