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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US equity exceptionalism is back

With the noise around US tariffs and war in the Middle East fading, at least for now, we expect stock markets generally to make further gains during the rest of this year, and indeed in the next couple of years. We see equities in the US outperforming, notably thanks to a robust performance of the tech sector and a rebounding dollar. And we expect the tech-heavy indices in Asia to fare well too, but those in commodity-sensitive markets to struggle.

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