Month: July 2026

Artificial intelligence is reshaping global markets, but the long-term success of AI investment depends on whether massive infrastructure spending delivers sustainable returns for investors.

For decades, the assumption was simple: if a business became big enough, it would need employees. That assumption is starting to break. A new wave of data points to a striking shift in the economy: more people are building meaningful businesses on their own - and they are scaling faster than before.

The question that matters now The question is no longer whether artificial intelligence will be transformative. It will be. The more important investment question is where sustainable shareholder value will accrue as this technology becomes increasingly embedded across the economy.

The strength of the quarter was undeniable. However, periods of exceptional market performance are also the moments when investors should look beyond what has already happened and ask an even more important question: what comes next?

Global equity markets delivered another strong quarter, driven by continued enthusiasm around artificial intelligence and the companies positioned at the centre of the AI infrastructure build-out.