🏛 **Schroders Equity Lens (June 2026): EM Earnings Surge, IT Concentration Risk**
Schroders' June 2026 Equity Lens projects emerging-market earnings growth of 55% for 2026 and a further 20% in 2027, with IT sector earnings forecast to rise roughly 180% in EM and about 50% in the US and Japan this year.

**Why it matters:** The concentration of earnings growth in a handful of IT-heavy markets raises portfolio sensitivity to any pullback in AI-related tech sentiment.
[🔗 Read more](/leaving?url=aHR0cHM6Ly93d3cuc2Nocm9kZXJzLmNvbS9lbi11cy91cy9pbmRpdmlkdWFsL2luc2lnaHRzL3NjaHJvZGVycy1lcXVpdHktbGVucy1qdW5lLTIwMjYteW91ci1nby10by1ndWlkZS10by1nbG9iYWwtZXF1aXR5LW1hcmtldHMv)