July 3, 2026
De sterke vraag naar chipmachines van ASML weerspiegelt de wereldwijde investeringsgolf in AI-infrastructuur. Foto: ASML.
Capital expenditure is set to become the defining theme for investors in 2026 as a new investment wave gathers pace worldwide. A review of midyear outlooks from Pimco, Amundi, Nuveen, PGIM and EFG International suggests artificial intelligence is acting as the catalyst, alongside defense spending, energy security, supply -chain resilience and industrial renewal.
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