Market performance in H2 2026 will be driven by AI, despite geopolitical uncertainty and persistent inflation: Natixis Investment Managers Strategists Survey 2026

91% of Natixis strategists believe AI will be the key factor driving market performance in H2 2026 88% believe productivity gains from AI will translate into higher corporate profits 67% expect US equities to outperform in H2, with 42% identifying US markets as likely to deliver the best...