The third quarter brought further gains in equity markets, supported by accelerating investment in AI and resilient US growth. Valuations also became more reasonable as corporate earnings grew faster than share prices.
In our Q3 2026 Market Outlook, we discuss the opportunities and risks shaping markets, including AI investment, higher long-term interest rates, political uncertainty, and the US debt, and share our perspective across asset classes.
Click here to view our latest market update.
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