Investment Weekly
Chart of the week – US tech versus the rest
The AI boom has fuelled investment markets in 2025, and while that could continue in 2026, there are now some big questions around US mega-cap tech. As we explain in our 2026 Investment Outlook, we think a “broadening out” of investment returns that has been under way in global markets this year, could spread to the technology sector next year.
More from this week:
Market Spotlight
- Diversifying the diversifiers
Lens on…
- Japan’s trilemma
- Asia’s IPO boom
- Molto bene