Equity Strategy Global Outlook: BI Replay

On Demand

Duration: 67 Minutes

Original Date: July 28, 2026

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Global equities have climbed to new highs in the first half of the year despite geopolitical shocks, shifting monetary policy expectations and renewed tech volatility. Yet market leadership has become increasingly concentrated around AI and a handful of regions. Can the rally broaden beyond technology? Will central banks, geopolitics and shifting earnings momentum reshape global equity leadership in the second half of 2026? Join Bloomberg Intelligence's global equity strategy team for our 2026 Mid-Year Outlook as we discuss the investment landscape across the US, Europe, Japan, Asia, Latin America and EMEA for the remainder of the year.

Equity Strategy Global Outlook: BI Replay

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