Talking Heads

Global equities: Earnings expectations remain strong

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Global equities: Earnings expectations remain strong

Published on July 23, 2026

•Talking Heads

Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated, notably AI-linked hardware stocks ‘at the expense of everything else, particularly software’.

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Talking Heads

Global equities: Earnings expectations remain strong

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