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5 investment themes to dominate markets in 2026

Gold and silver will potentially set fresh highs as part of a broader ongoing move to safe-haven assets, while the artificial intelligence (AI) boom enters its commercialisation and infrastructure buildout phase in 2026. Growth companies with strong balance sheets could help investors reap outperformance, while Bitcoin’s adoption may broaden as a secondary store-of-value asset. Theme 1: AI investment to build The AI investment cycle still...

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