Speakers:
Our latest Asset Allocation Outlook explains why we remain far above consensus on the S&P 500 in 2026 – and why other tech-heavy equity markets may not be far behind.
Join our economists from our Markets team at 1000 ET/1500 BST on Wednesday 15th October, as they unpack the case for this rally to continue, but also why they see limited upside for government bonds and what’s driving their call for a near-term dollar rebound.
In this 20-minute session, the team will answer your questions about the outlook for global markets as they address key issues, including:
- Why earnings and valuations support another year of double-digit gains for the S&P 500
- Which other equity indices are set to deliver in 2026 – and which may lag
- How fiscal concerns and structural forces are shaping the outlook for government bond yields
- How our non-consensus Fed call influences our view that the dollar is due a near-term recovery
Start date:
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