π Schroders Equity Lens July 2026: Market Rotation and Stagflation Hedges
Schroders' July 2026 Equity Lens reports that 2026 equity leadership has broadened beyond the Magnificent Seven (flat year-to-date) toward US small caps (+23%), emerging markets (+24%), and Japan (+16%), with EM and US earnings growth forecast near 60% and 24% respectively even as most valuation metrics sit near their 20-year highs.
Why it matters: Schroders flags value and quality styles, energy, defensive sectors, and gold equities as tactical hedges for investors concerned about a stagflation scenario given stretched valuations.
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