Global equity markets bounced back strongly this year. However, the market returns have been driven by “Magnificent 7” and the rise of artificial intelligence. Mark Carver and Hitendra Varsani discuss the broader market overview, key trends in performance across factors, thematic and regional indexes and some great insights on investors’ thinking regarding equity factors and their evolving role in asset allocation.

Related reading:

• The Market’s Bad-Breadth Problem
• Markets in Focus: Looking Beyond the Rate Hikes
• Equity Factors: Investor Views and Research Insights