Why the global equity rally is broadening and deepening
Growth and earnings gains are extending across sectors, geographies and styles
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OUR Lombard Odier market outlook for the second half of 2026 is one of “broadening and deepening”.
The framing matters. It marks the difference between the earlier, narrower – and arguably more fragile – phase of the rally and the more expansive character the market has now assumed.
In the first quarter, equity performance was tightly concentrated. Advances were driven mainly by artificial intelligence themes. What has changed is not merely the level of the market – the S&P 500 Index hit a fresh record high last week – but the shape and quality of the advance itself. Let me explain.
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