Equity Outlook 2026: Expanding, evolving, and diversifying

Experts at Columbia Threadneedle Investments have a constructive outlook for equities. Artificial intelligence (AI) investments, policy decisions and the current supportive fundamental backdrop have provided the foundation for this view. The ongoing build out of the AI supply chain is expected to benefit a range of sectors. Fiscal expansion in Europe and structural developments in Japan are also set to boost earnings growth. Companies appear to have adjusted to tariff changes, and lower interest rates and inventory buildouts should help struggling sectors recover. Despite this positive view,...