Insights & Market Perspectives

The AI Capex Boom: When Does Investment Become Return?

The AI Capex Boom: When Does Investment Become Return?

Rebecca Holden, CFA
Published on: 23/09/2026

AI capital spending is surging across data centers, chips, power, and infrastructure. We examine the scale of investment and the critical question: when will it generate returns?

AI capital expendituresAI infrastructure investmentdata center investmentAI capexAI investment returns
Quantum Computing -The Technological Challenges

Quantum Computing -The Technological Challenges

Rebecca Holden, CFA
Published on: 23/01/2026

Quantum computing is a new form of computing that follows the rules of quantum mechanics. Quantum mechanics explains how extremely small particles, such as electrons and photons, behave. These particles act in ways that do not match everyday experience.

Trouble for the AI Bubble

Trouble for the AI Bubble

Michael Hart, CFA
Published on: 20/11/2025

♪ Pop-pop-pop goes the AI bubble – and it is in trouble ♪. Highlighted by last week’s announcement that the company Cursor, a start-up that makes AI coding tools, raised...

Data-Center Investment Risk: Lessons from the Past

Data-Center Investment Risk: Lessons from the Past

Rebecca Holden, CFA
Published on: 23/10/2025

The data center industry is experiencing a generational boom, fueled by a relentless surge in demand for Artificial Intelligence (AI) and cloud computing infrastructure. Billions of dollars are pouring into the sector, with developers racing to build the specialized, power-hungry warehouses needed to host the world’s digital brains.