BNP's Mateos y Lago on Outlook for 2026

Core Viewpoint - BNP Paribas Chief Economist Isabelle Mateos y Lago discusses the growth outlook for equities in 2026, emphasizing the sustainability of optimism towards AI and tech stocks [1] Group 1: Growth Outlook - The growth outlook for equities in 2026 is cautiously optimistic, with expectations of continued performance in the market [1] - The discussion highlights the potential for AI and technology sectors to drive future growth, suggesting that these areas may remain attractive for investors [1] Group 2: AI and Tech Stocks - There is a prevailing sentiment that optimism towards AI and tech stocks will persist, driven by ongoing advancements and market interest [1] - The analysis indicates that the resilience of these sectors could play a significant role in shaping overall market dynamics in the coming years [1]