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What to expect from the stock market in 2026: growth drivers, risks and investor outlook
Market outlooks for 2026 point to growth driven by earnings and AI investment, but caution over valuation, policy and geopolitical risks.
As the global stock market heads into 2026, analysts expect continued gains fuelled by strong corporate earnings, artificial intelligence driven investment, and central bank policy support. The US market wrapped up 2025 with double digit yearly gains for major indexes, and strategists say sustaining momentum will depend on robust earnings growth across sectors beyond technology and continued investor optimism.