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What 2026 Is Quietly Changing in Markets

Are you prepared?

K

Kristal Research Desk

Kristal.AI

2 Feb1 min
What 2026 Is Quietly Changing in Markets

What 2026 Is Quietly Changing in Markets
As per our IC Outlook 2026 report, the AI capex cycle shows no signs of slowing. UBS projects hyperscaler spending of $571bn in 2026, with $4.7tn of cumulative investment through 2030.

If 2026 unfolds smoothly, most portfolios will participate.
The real question is - what happens if it doesn’t?

Join our Investment Outlook 2026 Webinar to understand how portfolios are being structured for resilience, not prediction.

📅 5 February 2026
4:30 PM SGT | 2:00 PM IST | 12:30 PM GST

Hurry up & Register Now!

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