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(AWP Alliance News) - Vontobel expects AI spending to keep growing in 2027 but favors a cautious investment approach focused on strong balance sheets, income and dividends, according to its November 2026 macroeconomic update. Higher energy prices and bond yields have weighed on technology stocks despite AI infrastructure investment helping drive economic growth in 2026. Rising oil prices are adding to inflation pressures, pushing bond yields higher as markets anticipate interest-rate increases.
Tighter financial conditions are pressuring heavily indebted companies, while some firms with stronger balance sheets have proved more resilient during the recent sell-off.
https://www.publicnow.com/view/11B5CFF79ABBDE6FF049E9127B79F1372F4D7B7D…
Disclaimer: This news brief was created using generative artificial intelligence. Vontobel Holding AG published the original content used to generate this news brief on November 01, 2026, and is solely responsible for the information contained therein.
