Five key trends are likely to dominate investment markets in 2026, including gold and silver prices retaining their strength, while Bitcoin’s adoption may broaden, providing a potential lever for the coin to regain ground. The artificial intelligence (AI) boom will also likely endure through the year, while a focus on growth companies with strong balance sheets could help investors reap outperformance.

We at Global X believe that the following five themes could lead investment success over the next year, after a strong surge in growth assets and precious metals in 2025.

The artificial intelligence (AI) boom will likely endure through the year, along with further growth in cryptocurrencies.Credit: Aresna Villanueva

AI demand remains durable, and the investment cycle still has significant runway. The US technology giants are likely to remain very profitable, with robust margins, scalable business models and strong balance sheets, which could keep getting stronger in 2026.

Indeed, over the next three years, earnings per share (EPS) for the broader FANG universe are projected to rise faster than the overall US share market, led by Nvidia. We are likely to see AI adoption broaden across traditional industries, with the intersection of digital and physical infrastructure defining the next phase of the cycle.

The strongest opportunity could sit with AI infrastructure, which is emerging as the most important beneficiary of the boom.........

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