Market Summary - Review of Q2 2026

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Publication date: 20 July 2026

Published by: Quilter

The second quarter of 2026 marked a sharp turnaround for investors. Markets recovered strongly as tensions in the Middle East eased and concerns about energy supply disruption faded. Falling oil prices helped reduce inflation pressures, while enthusiasm surrounding artificial intelligence (AI) and continued investment in technology infrastructure boosted investor confidence. Corporate earnings remained resilient and economic conditions proved more supportive than expected. Global equities delivered strong gains, up 14.3%, led by technology and emerging markets, while commodity prices declined.

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Article originally published by Quilter. FE fundinfo is not responsible for its content or accuracy and may not share the author’s views. News and research are not personal recommendations to deal. All investments can fall in value so you could get back less than you invest.

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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