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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

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EquityMarkets & InvestmentsOutlook 2026
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RBAReport, Blogs & Insights

Earnings expectations by regions and country | RBA

Developed international markets look particularly attractive from an earnings momentum standpoint as we move through 2026, while emerging markets appear positioned to catch up quickly after years of underperformance.

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UJ
Feb 22, 2026
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EquityFinanceInvestment
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Macro / EconomicsMarkets & InvestmentsRBAReportReport, Blogs & InsightsWall Street

3 Investing Principles And Why They Signal International Markets for 2026 | 19 Feb 2026 | RBA

The Three Core Investing Principles

The report grounds its outlook in three "tried and true" principles that dictate long-term market performance:

  • Earnings Growth as the Driver: It is the growth of earnings, rather than the absolute level, that dictates equity performance.
  • Capital Scarcity: Return on Invested Capital (ROIC) is historically highest in areas where capital is scarce.
  • **Cycle…
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UJ
Feb 22, 2026