Fairtree Equity Explorer Series | Global Electric Vehicle Penetration: Insights into Tesla and BYD | Episode 6
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The quarter was defined by two overlapping themes: a sharp rebound from the March US-Iran shock, as the geopolitical risk premium unwound and oil prices retraced, and an exceptionally powerful but highly concentrated AI and semiconductor rally that drove index returns before consolidating in June following a more hawkish shift in interest rate expectations.
Fairtree Global Flexible Income Plus Fund Q2 2026 commentary
The second quarter of 2026 marked a decisive shift in the global rate regime. After more than a year of disinflation and central bank easing, inflation reasserted itself across the major economies, forcing policymakers onto a more hawkish footing and driving a broad repricing of government bonds.
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