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Markets outlook still optimistic due to AI presenting opportunity for continued growth – analyst Comments (2) Janus Henderson portfolio manager Jeremiah Buckley remains optimistic about market trends despite macroeconomic concerns, pointing to broad-based earnings growth across multiple sectors. The S&P 500 (SP500) is up 16% year-to-date with earnings growth of 13%, he noted in an interview with Quick Insights AI adoption is driving margin expansion and productivity gains, which are reflected in improving corporate earnings across multiple industries. Yes, sectors like commercial aerospace, travel, credit card companies, and capital markets are also showing strong earnings expansion, adding to overall market growth. Consistent positive data from payment processors like Visa and Mastercard, and strong sales reports from retailers such as Costco, indicate enduring consumer spending resilience. Recommended For You
