BayernInvest sees AI — led earnings boom supporting equities, flags near — term consolidation risk
Bayerninvest flagged AI-led capex and strong earnings as key equity tailwinds, while warning near-term consolidation risk in Q4 2026. Geopolitical tensions and rising bond yields were cited as main headwinds, with inflation risks and heavy issuance pressuring global rates. MSCI AC Asia Pacific Q2 earnings rose about 90