Markets Drop-In: AI-driven paradigm shift or dotcom bubble redux? What’s next for equities

Equity markets remain gripped by the AI rally, with related stocks powering gains across global indices. But as valuations climb ever higher, questions are growing about the sustainability of this momentum.

Can earnings continue to drive prices? Is the rally beginning to broaden beyond the AI theme? Or are markets in the very late stages of a bubble similar position to where they were in late 1999/early 2000?

Join our Markets team at 10:00 ET/15:00 BST on Thursday 21 May for a 20-minute Drop-In session examining the outlook for global equities and the durability of this once-in-a-generation market rally. The team will answer your questions live as they discuss our latest 2026 and 2027 forecasts and explore key issues including:

• How the AI theme is reshaping valuations and earnings expectations;
• Whether the rally is broadening across sectors and regions;
• The biggest risks to the outlook, and what a meaningful correction could look like.

Note: If you are unable to attend the live session, registering will ensure you are sent a recording.