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Investment Weekly

Back to Broadening?
19 June 2026
    Articles

    Chart of the week – Back to Broadening?

    Chart of the week – Back to Broadening?

    Last year, market performance broadened out beyond the US, but this year’s energy shock and the AI boom have kept leadership more selective. Recent progress towards reopening the Strait of Hormuz could now reignite the wider broadening out theme – with emerging markets standing out as potential winners.

    Market Spotlight

    • Shocks, stocks, and sectors

    Lens on…

    • A little less conversation
    • Broadening horizons
    • Building income

    Read the full commentary PDF, 517KB

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