The impact of AI on the economy and financial markets

2026

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This report analyzes the profound and multifaceted impact of Artificial Intelligence on the global economy and financial markets, highlighting its role as a significant growth driver and a fundamental shift in investment strategies.

* Explores the "three engines of growth in 2026": AI spending, industrial renaissance, and fiscal policy initiatives.
* Details how AI-linked issuance is reshaping funding channels across investment-grade, venture capital, and high-yield markets.
* Discusses the implications of AI's pervasive presence in portfolios and the emergence of an "AI versus non-AI" factor for investors.

Tags: AI, economy, financial markets, investment, growth

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