Investors assess H2 2026: AI trade, geopolitics and growth concerns dominate outlook
The first half of 2026 delivered a strong earnings season and record highs for global equity benchmarks, fuelled by enthusiasm around the AI trade. As the second half begins, investors, businesses and central banks are focused on geopolitical risks, growth concerns and uncertainty surrounding AI infrastructure build-out. Leading market voices surveyed by Bloomberg's Opening Trade are divided on whether the rally can continue.
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