🏛 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.
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