Global Equity Market Outlook 2026: BI Replay

With AI-driven rallies looking frothy, US equities lagging international peers, and earnings pressured by volatile US trade policies, 2026 is shaping up to be a pivotal year for global stocks. Emerging markets dominated 2025, overtaking the US and other developed peers in an unexpected regime shift, even as the Trump administration’s tariffs attempted to hinder the region’s momentum. The coming year could bring convergence in valuations and earnings growth, but key questions remain: Will stretched valuations be forced to correct if AI enthusiasm fades, or could a new capex cycle extend the bull market (and who is best positioned to emerge as the ultimate winner?) Join us as BI equity strategists share their 2026 equity outlooks—from the US to China—and discuss what may lie ahead. I Webinar