Will the AI boom continue into 2026?

2025 has been a strong year for equities, although changes to market leadership and geopolitical uncertainty have affected investor sentiment. The artificial intelligence (AI) infrastructure boom has been the key theme of the year, which has branched out beyond just technology providers. Currently, the AI infrastructure boom is expected to continue next year, but two areas of excess are now intersecting: private credit and AI capex. History suggests that quality stocks are expected to rebound, too, with discounted valuations intriguing investors. Amova Asset Management’s portfolio of Future...