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


  • [New] 'Generative AI/AI co-pilots' and 'agentic AI' together account for 76% of all leadership responses, which shows that advanced AI is viewed as the primary target for investment, disruption, and value in 2026. FutureCFO
  • [New] Samsung Electronics will expand its annual investment to more than $66.4 billion for the first time in its history. The Economy
  • [New] Microsoft's continued investment signals a longer-term evolution toward agentic security operations that anticipate attacker behaviour, adapt in real time, and steadily reduce risk as environments and threats continue to evolve. TECHCOMMUNITY.MICROSOFT.COM
  • [New] Stepping back, you could see how progress in commercially available data / AI tools in grocery land would in theory threaten the hegemony of Amazon and Walmart - who have gained their lead through decades of tech investment. The DataStory
  • [New] Over the next decade, a record £7.9 billion capital investment will benefit 840,000 properties - the largest flooding programme in history. GOV.UK
  • [New] ExxonMobil's $20 billion low-carbon investment plan (2025-2030) is the most capital-intensive decarbonization program among oil majors. SWOTPal
  • [New] Pension funds have a great opportunity to boost both member outcomes and the UK economy by increasing investment in venture capital and growth assets. Pensions Age
  • [New] Long-Term Structural Consequences: Geopolitical Risk Premium and Capital Reallocation The Iran war could have enduring effects on global investment patterns. Noor Trends
  • [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

Last updated: 31 March 2026



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