Where Do Advertisers’ Funds Flow in 2026

Where Do Advertisers’ Funds Flow in 2026

The first half of 2026 has drawn to a close, and the financial reports of multiple listed advertising and marketing companies at home and abroad have all been released. Taking 30 mainstream advertising and marketing companies at home and abroad as samples (covering multiple categories including international 4A agencies, A-share/H-share marketing agencies, AdTech platform companies,…

The Quantum Computing ETF That Could Be Bigger Than AI, and 2 Tech Funds Riding the Same Wave

The Quantum Computing ETF That Could Be Bigger Than AI, and 2 Tech Funds Riding the Same Wave

Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s commercial contracts have pushed the technology from research labs toward real enterprise applications. Markets are pricing in the possibility that quantum could deliver an inflection point similar to generative AI in 2023. The question for investors is how…

AI continues as core focus of thematic funds in 2026, says BlackRock

AI continues as core focus of thematic funds in 2026, says BlackRock

Mega forces converge to reshape portfolios as AI depth, defense digitization, and energy constraints are redefining thematic investing for advisors. Artificial intelligence, geopolitical fragmentation, infrastructure expansion, and digital assets are the intersecting forces reshaping portfolio construction and opportunity sets in 2026. Markets are increasingly driven by long-term structural themes rather than short-term cycles and BlackRock’s…