Market Update 2 June 2026, with columns by Harry Geels, Yusi Wang, Bob Homan and Shahyar Safaee
Market Update 2 June 2026

Bob Homan: China is benefiting from the new energy order

Just like Japan in the 1970s, China appears well placed to capitalise on a world in which energy security is becoming increasingly important.

// Read column

EDHEC: Can climate equity investors cope with oil price volatility?

Oil volatility is back. Can climate equity portfolios withstand another energy shock, or will hidden risks undermine performance?

// Read column

Probability & Partners: The EU AI Act is here, what’s next?

As AI adoption accelerates, regulators are increasing scrutiny. Financial institutions must embrace innovation while strengthening governance and risk management.

// Read column

Harry Geels: Greece, from debt crisis to market darling

After years of crisis and austerity, investor confidence is returning. What explains Greece’s remarkable resurgence?

// Read column