PNC's Agati: Focus on earnings and ignore the 'haze of uncertainty'
Автор: Money Life with Chuck Jaffe
Загружено: 2026-02-11
Просмотров: 13
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Amanda Agati, chief investment officer at PNC Asset Management Group (https://pnc.com) , says that earnings growth will be the "defining driver" of market performance in 2026, and would be the factor to watch if you could only see one. PNC is forecasting earnings growth of nearly 15% this year, "which is darned good enough to keep the market rally engaged, even with valuations being a headwind." Agati notes that while there is a "purple haze of policy uncertainty" surrounding the market, she does not expect those concerns to derail the market, noting that accelerating earnings and economic growth should power through the headlines.
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