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The primary beneficiary of the artificial intelligence capital expenditure boom has been emerging market technology hardware and semiconductor stocks, particularly in Korea.
At their peak this year, an index of these stocks had advanced nearly 120% since the beginning of 2026 (for Korea it was over 250%). The recent 15.6% drop has reduced th...
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated, notably AI-linked hardware stocks ‘at the expense of everything else, particularly software’.
Nadia ...
Renewed Middle East hostilities have driven energy prices higher once again. With both the US and Iran engulfed in fresh military strikes, oil prices rose to a one-month high, while markets felt the brunt of the collapsed truce. Later in the week, concerns emerged over the continued momentum and exuberance around artificial intelligence stocks. Ov...
Having delivered solid returns in the face of an energy shock and major geopolitical tension, global bond markets look potentially well set going into the third quarter.
The common themes are resilience and robust fundamentals. Yields remain at attractive levels although the unresolved Middle East conflict remains a significant hurdle for bonds to negotiate in the c...
This article is part of the Fixed Income Quarterly Outlook for Q3 2026, covering Emerging Market Debt, Euro Credit, Euro High Yield, Sovereign Bonds and US Agency Mortgage-Backed Securi...