Nordea expects global stocks to return 5%-15% over next 12 months
Bitget2026/11/05 14:39- Nordea maintained its forecast for global equity returns of 5%-15% over the next 12 months following the US midterm elections.
- The election prompted no changes to its GDP, inflation or interest-rate forecasts.
- AI investment is expected to continue as markets see tough regulation of AI and data centers as unlikely.
- About 400 data centers under construction or already permitted are unlikely to be affected, though new projects could face delays.
- Stronger AI investment could intensify competition for capital, pushing long-term interest rates higher, particularly hurting low-growth, highly indebted countries.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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