June 2026 Market Update: Navigating AI Growth, Inflation & Oil Volatility

In this June 2026 Market Update, Henry Cobbe CFA & Hoshang Daroga CFA break down the key forces shaping global markets right now, from geopolitical tensions and oil price swings to the accelerating AI investment boom. We explore: What the potential reopening of the Strait of Hormuz means for markets Why equities are rallying and where opportunities may lie The continued momentum behind AI and its impact on earnings and valuations The surge in IPO activity and whether it signals a market top Inflation risks, central bank policy, and the outlook for interest rates Gold’s surprising behaviour during recent geopolitical events Oil volatility and where prices could stabilise With insights on equity markets, bonds, commodities, and macro trends, this update provides a clear view of what’s happening now, and what it could mean for portfolios. -- If you're a financial adviser and would like to discuss these themes further, please feel free to get in touch. https://www.elstonsolutions.co.uk/ -- 00:00 – Market Overview: Risk-On Rally Returns 00:18 – Emerging Markets & Impact of Geopolitics 01:49 – AI Theme: Winners, Losers & Market Disruption 03:01 – IPO Boom: AI Listings & Investor Sentiment 04:32 – Is This the Top of the Market? Dot-Com Comparisons 06:12 – Valuations & Earnings Growth Explained 07:53 – Inflation Outlook & Central Bank Policy 10:10 – UK Market Risks & Bond Market Concerns 11:19 – Gold: Why It’s Not Reacting to Geopolitics 13:09 – Gold vs Real Yields & Portfolio Role 14:05 – Oil Market Volatility & Trade Timing 15:33 – Oil Outlook: Floor, Demand & Reserves 16:30 – Final Thoughts & Investment Outlook --- Regulatory Disclaimer: For UK professional investors/financial advisers only. For informational purposes only. The content of this video is aimed at retail consumers. The commentary is intended to provide you with a general overview of the economic and investment landscape which is written by our investment partners. It is for your general information purposes only and does not constitute investment advice. It is not an offer to purchase or sell any particular asset and it does not contain all of the information which an investor may require in order to make an investment decision. Please obtain professional advice before entering into any new arrangement. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles Investments carry risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investments should be considered over the longer term and should fit with your overall attitude to risk and financial circumstances. This video does not provide a recommendation for an action, it provides opinion and information only. It is not an advertisement or financial promotion and is not intended to be an offer or solicitation, or the basis for any contract to purchase or sell any security or other instrument, or to enter into or arrange any type of transaction as a consequence of any information contained herein. The views and opinions expressed in this video are those of the author and do not necessarily reflect the official policy or position of Elston Consulting Limited.