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

• [New] Advisor ownership of less-than-fully-liquid alternative investment products is expected to grow by $2 trillion in that time span. Wealth Management
• [New] After several years shaped by supply disruption, cost pressure, and uncertainty in global trade, investment is returning to high-value production, automation, aerospace, defence, and precision engineering. Novo Executive Search and Selection
• [New] Re-shoring initiatives, the US federal government's CHIPS Act, the Infrastructure Investment and Jobs Act and, more recently, the One Big Beautiful Bill are expected to drive increased domestic capital expenditure and put money in the pockets of US consumers. Global English
• [New] Wars and geopolitical tensions, trade and investment fragmentation, and the reconfiguration of global supply chains are reshaping capital flows, foreign direct investment (FDI), exchange-rate pressures, and growth opportunities. NBER
• [New] The investment case is supported by a global insurance protection gap sustaining strong demand for risk transfer, attractive risk-adjusted spreads, and a return profile in which drawdowns are driven by discrete events that can be repriced over time rather than resulting in permanent capital loss. investing.com
• [New] Google Cloud holds the strongest AI model story through Gemini and Vertex AI, but the weakest position on disclosed local investment, an open question heading into 2027. Tech Insider
• [New] Equipment and capacity expansion, particularly for logic and AI memory technologies, are forecasted to grow, with chip-making equipment sales expected to rise ~9% in 2026, reflecting capital investment in AI-centric fabs and back-end test / assembly infrastructure. LinkedIn
• [New] Capital Markets & Investment - Wood Mackenzie forecasts US Henry Hub natural gas prices could approach $ 5/MMBtu by 2035, citing rising LNG exports, stronger domestic demand and slowing production growth. More News From NowHere
• [New] The wider Carbon Economic Value instrument could draw up to 5.8 billion US dollars in green investment and cut emissions by around 570 million tonnes of carbon dioxide equivalent over time. gCaptain
• [New] The Defence Investment Plan will provide long-term certainty over government procurement and innovation priorities, backing British business, and crowding in private investment and supporting high-value jobs and skills across the UK. GOV.UK
• [New] With a successful transformation, the Volkswagen Group will build the foundation for growth, investment and sustainable value creation. / Germany Volkswagen Group
• [New] Strengthening human capital will not only boost productivity and innovation but also attract higher-value investment and reinforce Bangladesh's position as a competitive, knowledge-driven economy. The Business Standard
• 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
• 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
• 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
• 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
• China is emerging as a compelling value opportunity within the global AI investment landscape. BENDURA BANK AG
• Despite geopolitical risks and US dollar fluctuations, the United States remains the largest destination for Temasek's capital in its global investment segment. ST
• 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)
• 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

Last updated: 04 August 2026