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What's next for equities? Navigating Equity Market Volatility: AI, Economic Growth, and Strategic Investments
We anticipate further volatility amid tariff concerns, but we continue to expect gains for the S&P 500 and see the index reaching 6,600 by year-end. We believe a solid US economy, healthy corporate earnings growth, and further advancements in AI should support the rally. We also see opportunities in Asian ex-Japan equities, including those in Taiwan and India. In Europe, we like structured strategies on German equities.
