Investment Weekly
Chart of the week – EMs lead in the first half
It is half-time for markets in 2026, so it’s worth pausing to review what’s worked and what might matter in the second half. The first six months were shaped by stop-start conflict in the Middle East and sharp style rotations. Looking ahead, a broadening out of performance beyond US tech is kicking off again – and that could be good news for emerging markets.
Market Spotlight
- Chips and choppiness
Lens on…
- Staying hawkish?
- Jevons above
- Local resilience