Special Report
2026 Key Views: US Equity
We are constructive on equities in 2026, as monetary easing, fiscal support, GenAI-related capex, and strong earnings growth are unequivocally positive for the asset class. Valuations are extended, but concerns about a bubble are overstated. Despite the favorable backdrop, we expect the S&P 500 to return only 5–10%, ending 2026 between 7,200 and 7,500.
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BCA Research | US Equity Strategy
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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