3 weeks ago - Though Wall Street isn’t expecting a repeat, it’s optimistic about the first six months of 2026, forecasting an 11% increase in the S&P 500 for the year. Interest rates are expected to drop because the labor market is shaky even as inflation ...

1 day ago - Based on historical correlations between valuations and returns, we should expect negative real returns over the next 10 years. However, the second graph indicates that returns of +/- 25% are possible in 2026.

The good news is that we believe both Canadian and U.S. stocks can deliver double-digit earnings growth in 2026. For both the Canadian TSX and S&P 500, all eleven sectors are expected to have positive earnings growth in the year ahead.

1 week ago - First, we recommend a check-in on the health of the U.S. economy in early 2026 as data disruptions from last year's government shutdown fade, providing a cross-check of optimistic market expectations. Second, investors should consider deploying excess cash over time, according to their risk tolerance, investment objectives and time horizon. With interest rates down nearly 200 basis points (2%) from their peak and expected to fall further this year, stocks and bonds may offer better returns. Next, we think investors should target a well-diversified portfolio of domestic and international equities, helping to spread risk and take advantage of broadening earnings growth at home and overseas.

2 weeks ago - “Earnings growth is expected to be over 12%” next year, Yoshioka explained, but “elevated valuations remain a concern.” The 7% target allows room for valuations to contract slightly.

2 weeks ago - But do long-term investors actually need to worry about short-term share prices? The post The stock market might crash in 2026. Here’s why I’m not worried appeared first on The Motley Fool UK.

3 weeks ago - David Lefkowitz, head of U.S. equities at UBS Global Wealth Management, expects the S&P 500, which closed Monday trading at 6,816 points, to reach 7,300 points by June of next year and 7,700 by the end of 2026.

1 month ago - With AI adoption gaining speed and economic data continuing to defy gloomy forecasts, I expect next year to be even more exciting for stock investors. With that in mind, here are my three bold predictions for the Canadian stock market in 2026 — and the stocks I believe could benefit from the trends that may shape the year ahead.

3 weeks ago - Areas that we believe could have promising prospects include Europe, Japan and emerging markets. EM equities had a strong 2025, with the MSCI EM Index up more than 30% as of late November, according to data from Bloomberg. Many of the drivers of this performance are likely to remain in place, in our view. A big year of interest rate cuts in 2025 reduced borrowing costs and stimulated economies. And with more cuts expected from the U.S. Federal Reserve over the next 12 months, the relatively higher rates in EM appeal to international lenders.

1 month ago - Our model anticipates annualized returns of about 3.5% to 5.5% over the next 10 years. Our muted long-term return projection for U.S. equities is entirely consistent with our more bullish prospects for an AI-led U.S. economic boom.

December 9, 2025 - Importantly, the past few years have taught us that the economy can handle hotter inflation, but it doesn't come without a cost: public backlash, sharp drawdowns in the stock market when yields spike, a Fed that shifts its focus back and forth between its two mandates, and so on. Putting it together, we see some risk that inflation moves higher next year but recognize that if the labor market were to deteriorate faster than expected, a decline in income growth would ultimately be disinflationary.

December 9, 2025 - Sam Azzarello: What's next for markets and the global economy after a year defined by escalating tariffs, persistent geopolitical tensions, and the rise of artificial intelligence across industries? Mislav Matejka: We see a constructive outlook across most markets, with both DM and EM equities expected to beat other assets, in particular cash and bonds… · Meera Chandan: We're seeing growth forecasts getting upgraded across the curve as we going into the new year, and there's a lot of fiscal and monetary policy easing that is going to provide a tailwind for an improving growth backdrop.

December 1, 2025 - And more firms are leaning into the idea that the next phase of the bull market still has room to run. Wells Fargo is in that camp, calling for a double-digit move higher in stocks over the next 12 months and a year-end 2026 target of 7,800.

November 21, 2025 - Goldman Sachs Research’s foreign exchange team expects the US dollar to weaken next year, which should lift the total return for global stocks by 0.6% when measured in US dollars, according to Oppenheimer.

December 5, 2025 - Schwab Sector Views is our six- to 12-month outlook for stock sectors, which represent broad sectors of the economy. The Schwab Center for Financial Research (SCFR) combines a factor-based approach with a market and economic assessment to determine the ratings.

November 6, 2025 - JPMorgan's analysts said they would be "dip-buyers" until at least the end of this year. Macro strength and waning headwinds should boost stocks.

November 17, 2025 - Some shops have already indicated what they expect will happen next year. Morgan Stanley, for instance, expects the S & P 500 to reach 7,800 over the next 12 months. That's almost 16% above Friday's close of 6,734...

October 29, 2025 - Evercore analyst Julian Emanuel has outlined a base-case scenario in which the S&P 500 reaches 7,750 in 2026, which implies nearly 13% upside from its current level of 6,875. But he says the stock market could do something extraordinary next ...

September 22, 2025 - Whether the next six months bring a soft landing or a mild recession, investors who stay diversified, hedge risks, and remain disciplined are best positioned. The next phase of the market will likely be shaped by Fed policy, labour resilience, and the durability of AI-driven earnings.