A Nuveen survey shows that engagement with AI is particularly strong in Asia Pacific, where 62% of institutional investors see computing power and chips as the greatest opportunity.
AI investment themes for 2026 may centre on infrastructure enablers, upstream semiconductors, and strong Asian players, with regulatory and capital expenditure concentration as key risks.
From energy grids to mining ventures, the Philippines' sovereign wealth fund has identified critical sectors where strategic capital can unlock both commercial returns and development impact.
Regional investors maintain confidence in renewable energy projects despite a US policy shift, citing strong domestic drivers and commercial viability.
As renewable energy adoption accelerates, energy storage is emerging as a critical investment opportunity, with global asset owners showing growing interest.
As artificial intelligence becomes more integral to our daily lives, it is not only advancing technology but also raising concerns about how much energy it is consuming as well its environmental impact.