Robust earnings and ongoing tech investment may continue to support global equities

Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, in 2026 – but positive economic momentum, robust earnings support and structural investment in new technologies may underpin global markets for a while yet. In the latest Global Outlook Portal from Investment Week, Alex Tedder CIO Equities at Schroders, looks at the year ahead for equities and explores: • Why elevated valuations may persist • Earnings growth outlook across key regions • The real opportunity behind AI investment • Where defensive diversification may be...