Global equities in 2026: AI boom, quality growth & what’s next

Global equity markets are navigating a landscape shaped by concentrated tech gains, quality stock underperformance, and the accelerating impact of AI. From the risks of narrow market leadership to the search for overlooked opportunities, dive into the themes that matter most for equity investors. Join Amova AM's Johnny Russell and Jonathan Barker for a discussion on: • How 2025’s defining trends are shaping the outlook for 2026 • Why quality stocks have struggled—and whether a rebound is on the horizon • The risks posed by an AI-driven rally concentrated in large-cap tech • An unappreciated...