Market Outlook: U.S. equity leadership seen broadening into 2026, Citi says [BNN Bloomberg (Canada)]
Constellation Energy Corporation - When-Issued (CEG)
Company Research
Source: BNN Bloomberg
BNN Bloomberg spoke with Scott Chronert, U.S. equity strategist at Citi, about small- and mid-cap opportunities, the evolution of artificial intelligence investment themes and how productivity gains could support earnings over time. Key Takeaways Citi expects U.S. equity leadership to broaden in 2026, with participation extending beyond mega-cap growth stocks. Small- and mid-cap stocks are seen as increasingly attractive due to lower valuations and improving earnings growth expectations. AI investment tailwinds are expected to persist, though leadership within the theme is likely to become more dispersed. A growing number of companies are expected to adopt AI to improve productivity, margins and earnings stability over time. Investors should prepare for ongoing volatility as leadership broadens and markets adjust to shifting growth drivers. Read the full transcript below: ANDREW: According to Citi, broadening is a key theme for markets in 2026, though investors can ex
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