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Last Updated: October 3, 2026
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What might the next 12 months look Interest rate cuts, economic developments and a lively market Are equity markets too optimistic in times of global uncertainty? Our answer: We expect solid equity returns in the mid-single-digit ... Artificial intelligence is emerging as a dominant market driver, fueled by a global investment cycle that reshapes growth, earnings, ... Have US equities become too expensive? After two strong years of equity market performance, Bond investors face a year full of tension—caught between growing uncertainty and attractive return opportunities. In the U.S. ...
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