π Schroders: Second Quarter Review β Further Gains for Global Equities
Schroders' second-quarter review finds global equities extending their 2026 gains, with earnings resilience and easing rate expectations supporting risk appetite into the second half of the year. The piece frames continued market strength as broadening beyond US mega-caps, echoing recent bank outlooks pointing to non-US equities and diversification. For allocators, it reinforces a case for staying invested through Q3 while watching for volatility triggers like Fed policy repricing.
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