RBC Capital Markets
June 22, 2026
UK and European Research at a Glance
Weekly UpdateEquitiesRates Govt BondsCommoditiesConsumer DiscretionaryFinancials
This report provides a summary of premium research, company-specific updates, and industry insights for the UK and European markets as of June 22, 2026.
Key Takeaways
- 1.Kering's outlook is seen as constructive following their Capital Markets Day and leadership transitions.
- 2.Safran remains confident in its 2Q26 outlook, though it highlights tougher workscope comps in 2H26/1H27.
- 3.Geopolitical risks are subsiding, which is expected to favorably impact financial stocks.
Table of Contents
- Premium Research
- Company Comments
- Industry Comments
- Investment Strategy Research
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Authors
Sara Mahaffy
Securities
HOLN SWKERSafranXPS
Themes
ESG ExclusionsDefense SpendingConsumer Sector Outlook
Regions
EuropeUnited KingdomFranceSwitzerland
