American Century sees AI-driven rally broadening beyond tech stocks
SPY•American Century’s Q4 2026 outlook sees AI-driven investment widening equity opportunities beyond mega-cap tech, with momentum spreading across global markets.
SPY•SPY•SPY•American Century’s Q4 2026 outlook sees AI-driven investment widening equity opportunities beyond mega-cap tech, with momentum spreading across global markets.
American Century’s Q4 2026 outlook sees resilient global growth despite inflation, higher energy costs and geopolitical risks. It says AI-driven investment may widen equity opportunities beyond mega-cap tech, while hyperscaler debt issuance and data-center spending are driving demand for long-duration capital.
The outlook expects long-end Treasury yields to stay pressured as global term premia rise on inflation, deficits and debt across developed markets. It stresses disciplined security selection and diversification as portfolio responses to elevated macro risks.
