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

• [New] The Turkey Investment Platform, established in 2022 by the EU to channel investments in the candidate country, aims to generate investments to the value of €2.4 billion by end-2027, in cooperation with international financial institutions. Politis
• [New] Digital systems will enable real-time optimization of global trade flows, autonomous vessels will handle routine cargo movements, environmental compliance will be seamlessly integrated into operations, and ship ownership will be as accessible as any other professional investment opportunity. Shipfinex.com
• [New] Airports anticipate the implementation of a 50-year ground lease extension in early 2026, providing long-term investment stability and enabling shovel-ready capital projects that benefit both airports and the communities they serve. International Airport Review
• [New] The energy sector will require massive capital flows for renewable energy projects, grid modernization, and growing energy needs, racking up $23 trillion in estimated investment by 2040. Visual Capitalist
• [New] CARE gives an opportunity for climate finance and investment practicing professionals to deploy capital in an environmentally impactful and responsible way. Sustainable Finance Daily
• Fastest-Growing Region: North America is expected to register the highest growth rate, supported by technological advancements in land-based recirculating aquaculture systems, increasing venture capital investment, and policy support for sustainable offshore farming. Persistence Market Research
• Shares of pure-play lithium producers are better suited for long-term investment, since the global shift toward alternative energy will ultimately drive sustained growth in lithium demand. LiteFinance
• By integrating sustainability metrics into investment criteria, Mexico could unlock ESG and climate finance to scale the Water Positive model and accelerate infrastructure upgrades across industrial corridors. Mexico Business
• Participants emphasized that building transparent, diversified and value-creating mineral supply chains will require shared responsibility, investment in technology and skills, and coherent global governance. UN Trade and Development (UNCTAD)
• The evolution of supply chain resilience considerations will significantly influence investment patterns and development priorities across the lithium value chain over the next decade. Discovery Alert
• With just 2% of companies having fully embedded AI into operations, the UK faces what Cisco calls an AI black hole - warning that without urgent investment in infrastructure and skills, businesses risk falling behind. Mark Topps' Substack
• Technology stocks, particularly AI-driven firms such as Nvidia, Broadcom, and Salesforce, are expected to benefit from lower borrowing costs, which encourage business expansion and investment. FinancialContent
• IREN Limited's reported $674 million investment in 12,400 new GPUs, with expectations of generating $500 million in annual sales from AI cloud services by early 2026, underscores a significant shift in capital allocation within the broader digital asset infrastructure. FinancialContent
• The European Investment Bank is expanding its portfolio of clean industrial assets, including a Wind Package and a pilot programme to share risks with companies that sign long-term contracts for clean energy. Bruegel | The Brussels-based economic think tank
• The private capital industry invested £7bn in South East and East of England businesses last year, and better connections between Oxford and Cambridge will ensure that world leading science and technology companies continue to attract investment. GOV.UK
• The global sovereign debt landscape is increasingly defined by geopolitical fragmentation, which is reshaping economic growth and stability through trade disruptions, volatile capital flows, and shifting investment decisions. Drupal
• Both gold and the long bond yield can be expected to be rising in synchrony subsequent to their respective corrections: A rising long bond yield tells us that markets are pricing in greater investment risk for buyers of US treasury debt. Asset Strategies International
• Tokenized assets might represent a significant portion of the world's GDP by 2030, reshaping how capital formation, investment, and asset management operate globally. Growth Turbine
• Meeting the electrification requirements in Swedish ports will demand an estimated capital investment of SEK 1.4-1.9 billion (€ 120-165 million), plus ongoing annual operating costs of SEK 150-250 million (€ 13-22 million). The Maritime Executive
• Companies that are boosting US investment pledges, including Taiwan Semiconductor Manufacturing Co and Micron Technology Inc, will not be pressured to offer equity in exchange for funding. The Edge Malaysia

Last updated: 11 November 2025