Equities

financial markets

What's the outlook for equities?

Explore and download our forecasts for major DM and EM equities indices and projected equities returns via this interactive dashboard.

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AI-boost in the US; drag from tariffs elsewhere

We think equities in the US will keep making strong gains on account of continued enthusiasm about AI. But we are less upbeat about the outlook for non-US stock markets, as we think US protectionism and poor economic growth prospects will hold back equity markets in the rest of the world.

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