ausbiz | Activam's positive outlook on earnings, AI, and global equities.

On ausbiz today, Robert Talevski shares why strong earnings growth, improving market breadth, and the AI investment theme continue to support the outlook for global equities despite ongoing volatility.

Key themes discussed:

• Strong earnings momentum continuing to support higher equity market valuations.

• AI driving a multi-year growth opportunity across markets and sectors.

• Potential market pullback later in 2026 despite solid fundamentals.