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The global economy is being recalibrated. What does this mean for investors? Find out in our investment outlook 2026.

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Capital expenditure (CapEx) on long‑term assets like buildings, machinery, vehicles, and technology has been strong for AI-linked investments. But are there CapEx opportunities beyond AI?

January 27, 2026

When new technologies emerge, euphoria and disappointment are never far behind. The success of an innovative technology is rarely predictable. What can investors do to manage risk while still participating in the success of genuine innovation?

Most headlines focussed on the all-night negotiations that ended the latest UN climate change conference in Belém. When dawn broke over Brazil on the final day of COP30, it seemed as if a deal was out of reach. Several delegates were poised to abandon the talks when the chief Saudi negotiator...

Rapid adoption of new technologies sees China economically leapfrogging its competitors worldwide, while US tariffs have created headwinds for its much-lauded integrated supply chain.

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Insights The essential information on business, investments and finer things in life

Global Outlook 2026

Positioning for a global equilibrium shift

Insights

Investment strategy

CapEx - beyond AI

Disruptive innovation: between euphoria and disappointment

Reasons to be positive after COP30

China: a tale of two realities

More Insights?