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Minds, machines, and market shifts

2026

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AI-generated summary

1) This 2026 Global Market Outlook explores how artificial intelligence, economic shifts, and evolving market dynamics will shape investment opportunities and risks.
2) * Explores the impact of AI on productivity and profitability, and the associated capex buildout.
* Analyzes global economic trends, including fiscal expansion, inflation, and diverging growth trajectories.
* Provides tactical asset allocation views, favoring non-U.S. equities and local currency bonds amid extended valuations.
3) AI, Market Outlook, Global Economy, Investment Strategy, Fiscal Policy

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