May 14, 2026

Global Equity Insights - May 2026

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Quarterly report

AI tailwinds pushes markets to new highs, but on narrow leadership. Cracks appear in global macro, but de-rating leaves equity better valued.

Key highlights:

  • Positive returns YTD, but narrow market breadth may lead to fragility
  • During the March drawdown “new defensives” emerged
  • Macro data showing cracks around the seams
  • Valuation multiples more reasonable and earnings expectations still strong
  • Latin America: value, commodities and resilience
  • Could “Made in Europe” be the start of a manufacturing renaissance

Published quarterly, this report covers:

  • An analysis of the most significant drivers of the current equity market environment
  • Global comparisons of equity markets, including index characteristics such as valuation, concentration, and earnings
  • Detailed analysis of specific areas of global equities that may be of special interest to investors given the current macro backdrop

To support your investment decision-making, we produce specialist content that provides analysis and insights on a range of investment topics. Go to our hub for valuable Market Insights.

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Webinars

15 July

Global Market Webinar – Implications for multi-asset portfolio construction

Presented by Indrani De, CFA, PRM, Head of Global Investment Research and David McNay, CFA, Director, Global Investment Research FTSE Russell

22 July

Global and regional fixed income insights

Presented by Robin Marshall, M.A., MPhil, Director, Global Investment Research, Belle Chang, MBA, Senior Manager, Global Investment Research