What's Hot? What's Not?: AI Hot, LatAm Not [Sector Edition}

Fri 29 May 2026

By Brian Dennehy

Access Level | public

What's Hot What's Not

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What’s Hot

·         AI drove a chunky return in the tech sector

·         The other four sectors had two drivers…

·         One driver was AI, where Korea and Taiwan have huge index exposures

·         Second driver was a falling back of the oil price, where most Asian economies import oil

 

What’s Not

·         LatAm suffered as it suffers when commodities slip, not just oil

·         Beyond that, stock markets were steady, and all sectors positive

What's Hot

Name

Last Month's Performance %

Technology & Technology Innovation

13.62

Asia Pacific Excluding Japan

10.08

Global Emerging Markets

9.03

Asia Pacific Including Japan

6.94

Japan

5.67

What's Not

Name

Last Month's Performance %

Latin America

-1.97

Short Term Money Market

0.24

Standard Money Market

0.30

Global Inflation Linked Bond

0.42

Sterling High Yield

0.53

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What's Hot What's Not

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