[New] EU GDP rose 1.5% in 2025, with a similar pace anticipated in 2026 and 2027, providing macroeconomic stability that supports automotive OEM capital investment programs and the multi-year harness development cycles.
Persistence Market Research
[New] The best investment opportunities are in commodities like energy, gold, and silver, which do not look as overvalued as stocks and could benefit if the US sees hotter inflation in the coming years.
Business Insider
[New] Nest expects its VC exposure to increase over time in line with its broader investment strategy with the allocation targeted to reach £1bn by 2030, with a strong focus on UK-based unlisted companies.
Rothschild & Co
[New] Investors are locking in their massive AI-driven profits and seeking better-priced opportunities in value stocks that offer robust dividend yields and stable earnings growth, ultimately reshaping the prevailing investment landscape for the remainder of the year.
ClaritX
[New] China is emerging as a compelling value opportunity within the global AI investment landscape.
BENDURA BANK AG
[New] Despite geopolitical risks and US dollar fluctuations, the United States remains the largest destination for Temasek's capital in its global investment segment.
ST
[New] Major U.S. banks are expected to report one of their strongest quarterly performances in recent years, supported by robust consumer spending, healthy loan growth, resilient capital markets activity, and continued momentum in investment banking.
X (formerly Twitter)
[New] CRE capital markets are recovering on stabilizing rates and abundant dry powder, and CBRE still forecasts a 16% rise in investment volume in 2026.
The AI Consulting Network
[New] CRE capital markets remain fundamentally healthy: CBRE still forecasts a 16% rise in investment volume and modest cap rate compression of 5 to 15 basis points in 2026.
The AI Consulting Network
Macquarie expects the AI investment boom to unwind through a series of rolling bubbles rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time.
Economic Times
A Forestry Investment Fund will mobilize equity financing to larger-scale plantation projects and close financing gaps by attracting institutional and private investors.
Agroforestry
Digital investment in real-time supply chain execution is expected to increase fivefold by 2028.
JAGGAER
Fintech The wave of AI infrastructure investment is reshaping global capital markets, but hidden debt risks cannot be ignored.
X (formerly Twitter)
Google and Blackstone announced an AI cloud / data-center venture in which Blackstone will initially invest $5 billion of equity, with total investment potentially reaching $25 billion including leverage.
Perspective on Risk
Capital investment in EV charging is forecast to hit £8.4 billion over the next decade.
EV Infrastructure News
Taken together, the benefits of broader union coverage could have positive effects on overall U.S. economic growth, as macroeconomic stability ensured through sectoral contracts smooths the path for business investment, hiring, and human capital accumulation.
Equitable Growth
Morgan Stanley covers the second-order effects of AI & automation, noting that while big technological innovations create huge investment opportunities, it's often the companies that leverage the technology, rather than the suppliers that create the most enduring value for investors.
The Idea Farm
The asset class plays an important role in channelling capital towards UK growth companies and the change risks dampening investor appetite at a time when there is an attractive pipeline of growth companies seeking investment.
GlobeNewswire
Last updated: 21 July 2026
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