UK & European Research At A Glance

This report provides a summary of RBC Capital Markets' research across UK and European markets, covering sector outlooks for Energy and Luxury Goods, company-specific updates, and global commodity strategy.

Key Takeaways

• 1.Energy sector earnings are expected to show strong momentum in 2Q26, though companies remain cautious regarding shareholder returns, focusing instead on debt reduction.
• 2.The Luxury & Premium Brands outlook for 2Q26 highlights a preference for adidas, Richemont, EssilorLuxottica, and Swatch Group based on growth and valuation.
• 3.Global commodity markets saw weakened flows in June, with energy and precious metals weighing on assets under management (AUM).

Table of Contents

• Earnings Preview
• Company Comments
• Industry Comments
• Quick Takes

Document Preview

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