Industry Newsequity marketsemerging marketsgoldman sachs
Goldman Sachs Forecasts 11% Global Equity Returns
8.2
Goldman Sachs Research projects global equities will deliver total returns of 11% over the next 12 months, driven by robust earnings growth that the bank says will outweigh risks from historically high valuations. In a 2026 outlook released this week, analysts forecast a 9% rise in equity prices plus dividends, argue the macro backdrop remains supportive absent recession, and recommend diversification toward emerging markets and AI-capex beneficiaries.
Key Points
- 1Project global equities to return 11% over next 12 months, with prices rising about 9%.
- 2Emphasize earnings-driven growth will offset high valuations, lowering likelihood of valuation-triggered crash absent recession.
- 3Recommend geographic diversification into emerging markets and sectors benefiting from AI-related capital expenditure.
Scoring Rationale
Strong Goldman-backed, actionable global outlook with credible macro context; limited novelty beyond routine firm forecasts.
Sources
Public references used for this report.
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