Inversiones en el 2026

diciembre 24, 2025

TL;DR

AI is a transformative force for investors in 2026, driving markets but also creating challenges.
The development of AI faces energy limitations, with huge uncertainties about future electricity demand.
The US and China are competing for leadership in the AI revolution and critical resources.
Colombia can leverage its clean energy matrix and potential in nickel and copper for the energy transition and tech infrastructure.
Relocation of supply chains and trade integration offer further benefits for Colombia.
Geopolitical competition and trade restrictions may impact market and technology access for Colombia.
Mega forces redefining the macroeconomic environment include demographic divergence, digital disruption, geopolitical fragmentation, and financial evolution.
Stablecoins are experiencing explosive adoption and could disrupt emerging markets and traditional finance.
Investors are advised to be selective and granular, looking for specific opportunities in infrastructure, private credit, and emerging markets.
Colombia should focus on sectors related to energy transition, digitalization, and infrastructure development, preparing for global volatility.
Colombia can capitalize on its proximity to the US and its renewable energy potential.

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