[New] According to a survey of more than 500 global institutional investors by Natixis Investment Managers, the asset management arm of the French bank, 74% predict markets will undergo a correction in 2026, with the risks of a geopolitical shock and a tech bubble being the top two concerns.
KrASIA
[New] Capital investment in AI will slow down around the world in 2027.
KrASIA
[New] Global upstream operators are expected to cut capital expenditure for a second consecutive year in 2026, with investment falling by at least 2-3% year-on-year and more than 5% compared to 2024 levels.
IndexBox Inc.
[New] Big Tech has tripled its annual capital investment (capex) spending from $150 billion in 2023 to what could be $500 billion in 2026.
Fortune
[New] After a year of broad-based asset rallies, 2026 is set to test investors with rising interest rates, shifting growth drivers, and the need for more selective, risk-aware investment strategies.
https://vir.com.vn/
[New] Central themes for the year will be the path of AI investment and corporate re-leveraging, alongside a potential rotation into value stocks.
Ainvest
[New] As the U.S. political landscape grows increasingly polarized, the implications for asset risk and return profiles demand a recalibration of traditional investment strategies.
Ainvest
[New] Grayscale provided several major investment themes, including the continued expansion of stablecoins in payment boundaries, especially under regulatory pushes like the GENIUS Act, where asset tokenization is at a turning point and will gradually increase its share in global finance.
RootData
[New] 2026 will be the year when AI needs to prove its value through measurable return on investment, rather than artfully scripted demos and unsubstantiated claims.
Call Centre Helper
[New] Analysis from UNDP argues that African carbon markets could unlock billions in finance and create millions of green jobs while advancing the Sustainable Development Goals, if underpinned by inclusive legal frameworks, strong community participation, fair pricing and international investment.
We Mean Business Coalition
[New] 2026 will force battery manufacturers to move beyond traditional equity funding toward project finance and industrial-scale investment structures.
Battery Technology
In summary, AI infrastructure represents a once-in-a-generation investment opportunity, driven by hyperscaler capital expenditures that now exceed $400 billion annually and are accelerating rapidly.
GlobeNewswire
By 2026, AI is projected to drive capital investment in 75% of supply chain organizations.
Slimstock
2026 will be the year when AI needs to prove its value through measurable Return on Investment (ROI), rather than artfully scripted demos, unsubstantiated claims and exciting predictions about the worlds of 2028 or 2030.
Adrian Swinscoe | Customer and Employee Engagement | Im
Only 5% of automakers will maintain strong AI investment growth by 2029, compared to over 95% today, noting the automotive sector is currently experiencing a period of AI euphoria, where many companies want to achieve disruptive value even before building strong AI foundations.
National Law Review
The growth capital includes work at the 245,000-BBL/d Humber Refinery in the U.K., as part of a multi-year investment that will enable production of higher-quality gasoline, facilitating greater access to higher-value global markets.
Industrial Info Resources
While no investment is immune to risk, silver's combination of industrial utility and its long-standing role as a store of value increasingly positions it as a strategic asset as 2026 unfolds.
LearCapital.com
Now is the time for Australian investors to plan how to align their investment policies, portfolio positions, and reporting practices to be consistent with impending climate-related investing regulation.
researchaffiliates.com
The investment community's predictions for 2026 center on a straightforward dynamic: companies will shift hiring budgets directly toward AI infrastructure, creating a zero-sum trade-off between labour and capital.
European Express News
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
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
Last updated: 20 January 2026
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