Fidelity Sees AI Investment Driving Corporate Spending Through 2026

Fidelity Investments Taiwan expects policy shifts and geopolitical risks to increase global market volatility in 2026, the Year of the Fire Horse. However, AI investment is spreading beyond the technology sector into other industries and is expected to continue driving corporate capital expenditure and supporting risk appetite, making it a key theme for asset allocation.

In its latest outlook, Fidelity Investments Taiwan recommended diversified, actively managed strategies for 2026, with a focus on high-quality dividend stocks and flexible fixed-income assets. Fidelity International also said the quality of European companies continued to improve and their valuations were more attractive than those of U.S. stocks. The materials did not disclose the amount of AI investment or the report's publication date.