Goldman Sachs
June 22, 2026
Marketcolour and Prime
Daily UpdateEquitiesRates CreditInformation TechnologyEnergy
The market update details a rotation away from mega-cap tech towards semiconductor exposure and provides analyst outlooks on L'Oreal, RWE, and Auto1. Goldman Sachs reports robust performance for Fundamental LS managers despite general market volatility.
Key Takeaways
- 1.European equities saw a modest sell-off while US markets continue a strong momentum streak.
- 2.Investors are rotating from Mega-cap tech into AI-focused subsectors like semiconductors.
Table of Contents
- Marketcolour + Prime
- L'Oreal
- RWE
- Europe Chems
- Auto1
- More in Macro
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Authors
Ioannis Blekos
Securities
OR FPAG1 GRMU
Themes
AI RotationUK Political Uncertainty
Regions
EuropeAsia PacificUnited StatesUKChina