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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 tech to keep leading the way

The S&P is around its all-time high and while that raises the prospect of a serious correction should economic data sour, our sense is that investors’ optimism is largely justified as we don’t think a recession is a likely outcome. Indeed, we think the S&P 500 will rise to 7,250 by the end of 2026, outperforming most equity markets elsewhere in between now and then in common-currency terms.

Outside of the US, we expect the best performers over that period to be tech-heavy equity markets in Asia and the biggest laggards to be commodity-heavy indices.

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