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Bernstein flags construction recovery with top material stock picks for 2026
Bernstein sees a 2026 materials recovery and highlights five stocks aligned with construction demand.
Global brokerage Bernstein expects a construction and materials sector recovery in 2026, identifying five stocks positioned to benefit from rising infrastructure demand. The outlook cites improving volumes, easing cost pressures, and government-led capital spending as key drivers. Select cement, aggregates, and building material players as beneficiaries. Market participants noted the report reinforces optimism around cyclical recovery themes gaining traction globally.