If markets hold their gains through year-end, 2026 will mark the fourth consecutive year of gains for the S&P 500, Nasdaq Composite, and Russell 2000. With each index posting annual gains of 10% or more during this period, investors face a key question: Can the bull market extend its run to a fifth consecutive year in 2027?
During this webinar, CFRA’s research team will examine the historical context for consecutive years of market gains and explore the forces that could shape the investment landscape in 2027. From the next phase of AI-driven growth and shifting market leadership to monetary policy, sector positioning, and global opportunities, the discussion will offer perspectives on the trends investors should watch. The webinar will also examine ETF flows and strategies for navigating the evolving market environment.
Topics covered:
What History Says: How markets have performed following four consecutive years of gains, and what historical patterns may suggest for 2027.
The Next Chapter of AI: The outlook for AI infrastructure and the potential shift in market leadership from AI enablers to AI adopters.
Geopolitics, Policy, and Rates: The potential impact of monetary policy, oil prices, fiscal deficits, tariffs, and elevated bond yields on markets.
Sector Positioning for 2027: Earnings trends, valuations, and the sector perspectives shaping CFRA’s outlook.
ETF Flows and Strategies: Investor positioning, ETF trends, and approaches to navigating the current market environment.
Market Timing Signals: Technical patterns and indicators that could signal shifts in market momentum and leadership.
Global Opportunities: Potential investment opportunities outside the U.S., with a focus on Asian markets.
Past market performance is not indicative of future results. This content is intended for informational purposes only and does not constitute investment advice or a solicitation to buy or sell any security.
