DWS

Some investors are repositioning portfolios for a slowdown in hyperscaler spending growth, betting the near-trillion-dollar AI infrastructure boom may decelerate. UBS projects hyperscaler capex will r…

Safe-haven assets have not behaved as expected during the geopolitical turmoil of 2026, with US Treasury yields rising, the yen weakening, and gold falling sharply. Strategists attribute this to marke…