Market outlook

Growth and earnings gains are extending across sectors, geographies and styles

Forward-looking guidance, done well, is not about forecasting earnings per share to the second decimal; it is about explaining strategic intent

The event will cover equities as well as gold and foreign exchange exposures

There is clearly a tug of war of narratives as we head into 2026

AI hype, tariff shocks, rate cuts and Asia’s surprise winners. What really moved markets in 2025? And what could make or break 2026?

Take the market outlooks with a pinch of salt and watch for true surprises

The stock market outlook remains attractive, with US technology, emerging markets and Japanese stocks showing promise

It is one where the US is no longer the only game in town

Stronger earnings, improving market breadth, and modest investor positioning could keep markets advancing