Key Insights
Fiscal expansion and AI investment have underpinned stronger-than-expected U.S. growth, supporting the economy.
Equity market leadership has broadened beyond mega-cap tech, with small-caps and value stocks outperforming year-to-date.
Non-U.S. equities have shown improving fundamentals and periods of outperformance, but questions about the sustainability of those fundamentals have emerged due to headwinds from higher energy costs and less accommodative monetary policy.
AI Analysis
The market is likely to experience increased volatility due to geopolitical tensions and energy supply shocks. Investors should focus on sectors and c...
Market Outlook
Short-Term
In the short term, investors should monitor the impact of geopolitical tensions and energy supply shocks on non-U.S. equities. The March FOMC meeting on the 19th will be the next major catalyst.
Long-Term
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