Our Thoughts on Global Equity Markets for 2026: Part One – U.S. Equities: Balance Will Be Key
U.S. equity markets enter 2026 following a strong performance led by large-cap technology, while signs of broader participation are beginning to emerge. As earnings growth becomes less concentrated and market breadth gradually expands, balance across sectors and market capitalizations is expected to play a central role in navigating opportunities and risks in the year ahead.
