Schroders Equity Lens August 2026: your go-to guide to global equity markets

Schroders

Duncan Lamont

Research

60 Pages

Schroders explores how expensive global equity markets remain supported by unusually strong earnings growth expectations.

Key Takeaways

Valuations remain elevated: Most valuation metrics across global markets currently sit near the absolute top of their long term historical ranges.
Emerging market concentration: Asian semiconductor companies heavily dominate emerging market indexes causing most other regional equities to underperform.
Tech giants stall: The previously dominant major technology giants have collectively returned 0% this year despite broader market rallies.
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