🏛 **Schroders: Quarterly Markets Review — Q2 2026**
Schroders' Q2 2026 review reports the MSCI World Index rose 13.8% and the S&P 500 gained 15.2% (its strongest quarter since 2020), driven by AI capex optimism and easing Middle East tensions after a US-Iran ceasefire framework, while commodities fell 11.4% as oil and gold retreated.

**Why it matters:** Gains were heavily concentrated in AI- and semiconductor-linked markets such as Korea, Taiwan, and Japan, underscoring a narrow leadership pattern that leaves portfolios exposed if AI-driven sentiment reverses.
[🔗 Read more](/leaving?url=aHR0cHM6Ly93d3cuc2Nocm9kZXJzLmNvbS9lbi9nbG9iYWwvaW5kaXZpZHVhbC9pbnNpZ2h0cy9xdWFydGVybHktbWFya2V0cy1yZXZpZXctLS1xMi0yMDI2Lw==)