RBC Capital Markets
June 1, 2026
UK and European Research at a Glance
Weekly UpdateEquitiesCommoditiesMacro Economic IndicatorsEnergyUtilities
This RBC publication summarizes recent research across UK and European markets, highlighting shifts in corporate governance, energy security, and the impact of the Peruvian elections on mining.
Key Takeaways
- 1.The 2026 proxy season shows improving support for environmental and social proposals, while responsible AI proposals are gaining momentum.
- 2.European fashion retail is experiencing strong performance polarization, with Inditex, NEXT, and Uniqlo gaining market share over H&M and Primark.
- 3.Peru's upcoming run-off election on June 7 is a critical event for the mining sector; a Fujimori win is considered positive for the $64bn project pipeline.
Table of Contents
- Premium Research
- Company Comments
- Industry Comments
- Investment Strategy Research
- Quick Takes
- Disclaimer
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Authors
Sara MahaffyRoss BroadfootLori Calvasina
Securities
BOWLNG.LSVTEZJIXC
Themes
ESG & AI GovernanceEuropean Retail PolarizationGeopolitical Risk in Mining
Regions
EuropeNorth AmericaLatin AmericaUnited KingdomPeruCanada