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


  • [New] 26% improvement in response quality and 38% reduction in time spent on repetitive tasks like answering RFP questions.68% of sales leaders plan to increase investment in AI and automation tools in 2026. SiftHub
  • [New] Reuters reports Paolo Ardoino stating that Tether holds about 130 metric tons of physical gold and plans to allocate 10-15% of its investment portfolio to gold, with ongoing buying. insights4vc
  • [New] Despite some uncertainty going into 2026, low interest rates and a good level of available investment capital are expected to result in continued strong demand for hotel investments. RETAIL INSIDER
  • [New] If Europe must rely less on American security guarantees and investment, Applebaum writes, it will need stronger defence and technology sectors funded by European capital. Voice For Liberty
  • Key Insight: Winning in 2026 and beyond will require the mining sector to prioritize capital agility, technology leadership, and continuous social engagement-all hallmarks of advanced private equity investment. Farmonaut
  • Global infrastructure's historical low correlation to the Magnificent 7 and major equity indices, as well as its negative correlation to traditional bonds, supports diversification and expands investment opportunities. BNY
  • Around 22-24% of traditional asset managers are projected to offer alternative investment products by 2026. MEXC
  • A key component of Google's investment is the expansion of local R&D through investments in human capital, which will involve growing specialised teams in software engineering, research science and user experience design to develop technologies for global export. Verdict
  • With full ownership now permitted, foreign shareholders can align Indian operations more directly with group capital plans, risk frameworks and product roadmaps, and make decisions on portfolios, digital investment, and M&A without joint-venture approval requirements. Insurance Business
  • Strong capital investment has been a key driver of U.S. growth over the past year, and we expect it to remain a principal strength in the year ahead, supporting GDP growth above 2% in 2026. CCA Financial Planners
  • Nvidia, Microsoft, and Amazon are reportedly in talks around a potential investment package that could total as much as $60 billion into OpenAI, underscoring how capital-intensive frontier AI has become. Tech Startups - Tech News, Tech Trends & Startup Fundin
  • Investment decisions regarding processing infrastructure locations and technologies will shape Mexico's position in global mineral value chains while determining employment and economic impacts. Discovery Alert
  • The Union Budget 2026-27 signals a push towards manufacturing and infrastructure investment, with INR 12.2 trillion allocated for capital expenditure, aiming to boost industrial output and supply chains. Whalesbook
  • Countries that successfully attract investment, build sophisticated manufacturing ecosystems, and integrate into global value chains will capture decades of prosperity. The Economy
  • The investment case is compelling: solving global water challenges would require approximately $55 billion - just one-fifth of the economic value currently at risk. Boston College
  • Adding philanthropic capital to traditional PPP structures helps bridge the first-loss gap that deters private investment in higher-risk climate projects. Sustainability Atlas
  • In 2026, banks will spend billions more on AI but will continue to be frustrated by the time it takes (and money it costs) to deliver concrete return on investment, driving a focus on metrics such as containment rate and customer satisfaction to maintain momentum. Yahoo Finance
  • Alphabet, Amazon, Meta and Microsoft have forecast combined capital expenditure of around $650bn in 2026, largely driven by data center and AI infrastructure investment. CPA | The Credit Protection Association

Last updated: 24 March 2026



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