Reading List – 2nd of July

This week’s reading list examines how technology, infrastructure, and capital are converging to reshape the global economy. As artificial intelligence continues to influence investment decisions and business models, opportunities are emerging not only within technology itself but also across the infrastructure, energy, and utility sectors that support its rapid expansion. At the same time, developments in digital assets, corporate strategy, and critical infrastructure highlight how policy, innovation, and capital allocation are becoming increasingly interconnected. Businesses are also rethinking traditional operating models as AI transforms everything from outsourcing to mergers and acquisitions, placing greater emphasis on digital ecosystems and long-term strategic positioning. Meanwhile, the search for reliable and sustainable energy sources reinforces the growing importance of infrastructure investment in enabling future economic growth. For investors and business leaders alike, success will increasingly depend on recognising the structural trends shaping tomorrow’s economy rather than reacting to today’s headlines. This week’s selection offers valuable perspectives on the industries, technologies, and strategic decisions likely to define the next phase of global growth. 

📚 Markets Brief: Which Utilities Stocks Are the Best Data Center Plays?

📚 2026 Infrastructure Priority List

📚 Trump made more than $1bn from crypto in first year back in office

📚 The abundant but expensive energy source that’s under your feet

📚 AI Is Rewriting the Economics of Outsourcing

📚 When Evaluating an M&A Opportunity, Consider the Broader Digital Ecosystem

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