Global Equity Markets 2H24 Outlook: Will the AI Frenzy Fade in 2H?

Monetary policy divergences, inflation dynamics, and exposure to the A.I. theme are all global equity market disruptors likely to upend allocations in the 2H. Yields haven’t driven global valuation changes in recent months, but diverging rate policies within developed markets could put them back in the drivers seat just as US earnings dominance is set to fade. Meanwhile, emerging markets could be a beneficiary of rotation as the cheaper alternative to developed market tech peers. Join Global Equity Strategists Gina Martin Adams and Gillian Wolff for a comprehensive discussion on the outlook for global stocks, including regional and country strategy for the second half.