We’ve just completed our quarterly RBC global analyst outlook survey, pulling together the views of our equity analysts on their industries and hot topics.
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The big things you need to know
First, our analysts are moderately constructive across the globe, though we did detect a bit more optimism outside of the US.
Second, Energy, Health Care, and Technology stand out at the global sector level for capturing some of the most optimistic views on all of our main questions.
Third, within the US, muted midterm views remain in place at the broader stock market level, but our analysts did highlight a few potential sector trades in different scenarios.
Fourth, in terms of key risks, our US analysts expressed more concern about the potential for higher interest rates than the potential weakening of the AI theme.
