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


  • [New] Paradoxically, sustaining Europe's social model will require greater investment in defence, beginning with meeting NATO's new spending target of 3.5% of GDP. interest.co.nz
  • [New] Boosting capital markets and retail investment: Government and regulatory action will continue to focus on the role of pensions, attracting investors and turning the UK and EU populations from savers into investors. KPMG
  • [New] Based on current momentum, federal standards will probably follow California's comprehensive model more closely than Texas' minimal approach, making early investment in robust compliance programs a sound strategic choice. JD Supra
  • [New] If investors continue to shy away from high-priced AI stocks, and if more signs of real-world return on investment from AI do not materialize fast enough, Apple could look like a better deal than tech stocks that have more AI exposure. Nasdaq
  • [New] Attractive investment opportunities are emerging in Asian private credit as traditional lenders withdraw and demand for tailored non-dilutive capital rises. DIY Investor
  • [New] The unstable prospects for growth and profit are leading to increased competition in the global race for control of value chains, natural resources, new markets and profitable investment opportunities. International Viewpoint - online socialist magazine
  • [New] While investments in AI may become more cautious and results-oriented in 2026, we are still likely to see a distinct push toward generative AI and autonomous agentic systems; one that will be reflected in capital investment. Richard van Hooijdonk Blog
  • [New] Meeting the demands of 2026 and beyond will also require sustained investment in healthcare infrastructure-creating a transparent, interoperable data superhighway that connects employers, insurers, providers, pharmacies, and patients in real time. The American Bazaar
  • [New] Venture capital investment in climate technology will reach $25 billion by year's end, down from last year's $31.7 billion in that category alone. Happy Eco News
  • The ongoing wave of AI-driven physical investment is expected to be a powerful force, reminiscent of past periods of major capital expansion such as the development of railroads in the mid-19th century and the late-1990s information and telecommunications surge. Fortune
  • The Bill allows 100% Foreign Direct Investment (FDI) in insurance, up from 74%, to attract long-term capital, boost competition, and support 'Insurance for All by 2047'. / India Guidely
  • Equity markets could see an initial pullback, particularly in the U.S., before reaching new highs, supported by solid corporate fundamentals and ongoing investment in technology. BENDURA BANK AG - Personliche Beratung in Ihrer Sprache
  • Abu Dhabi National Oil Company has approved a $150 billion (€130bn) capital investment plan for the years 2026 to 2030, strengthening its long-term position in global oil and gas markets. The Mena Business Review
  • Capital Markets and Investment Climate Capital markets are expected to improve gradually in 2026, even as uncertainty remains. The CCIM Institute
  • Several powerful cycles may help push stocks higher in 2026, most notably the AI investment cycle that has powered technology stocks in 2025. Tortuga Wealth Management
  • At the global level, we find that AI diffusion could generate one to two additional years of growth over the next decade, and the potential uplift for the US is even larger at two to four years as higher capital investment combines with measurable productivity gains. EY
  • The increased capital demands for AI infrastructure, as evidenced by Oracle's experience, signify a new era of investment cycles that will favor companies with strong balance sheets and strategic foresight in technology adoption. FinancialContent
  • JPMorgan reported a nearly 50% jump in investment banking fees earlier in the year, a trend that is expected to continue as corporate America gains more certainty regarding the cost of capital. FinancialContent
  • The BRICS New Development Bank will spend the coming year conducting a comprehensive portfolio review of all NDB investment projects that have been funded in South Africa. BRICS
  • Royal Bank of Canada says its investment in AI is paying off and is set to generate C$ 1 billion in enterprise value in 2027. FinExtra
  • Companies with significant free cash flow and a mature business model, like Shell, often resort to buy-backs when they believe internal investment opportunities do not yield returns superior to repurchasing their own stock. FinancialContent
  • The European Chip Pact will have to accelerate with more capital investment (CAPEX), supply clauses and coordinated purchasing. Atalayar

Last updated: 06 January 2026



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