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Equities rose on strong growth but ETF lagged due to tech sector underweight and stock choices.

Market News
26 Aug 2026
Seeking Alpha
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Neutral
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In Q2 2026, equities strengthened driven by resilient economic growth and positive earnings revisions. However, an ETF managed by Harbor Capital Advisors underperformed its benchmark, mainly due to an underweight position and stock selection in the Information Technology sector. Harbor Capital remains neutral on equities, advocating a balanced and flexible investment approach as markets shift from geopolitical concerns to a growth-focused yet inflation-sensitive environment.

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Cognizant CEO named to TIME100 AI list for leading enterprise AI transformation and workforce innovation.

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Vontier rated Buy as earnings growth outpaces revenue, driven by margin gains and share buybacks.

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Gold nears $4,600/oz as US jobless claims fall below forecasts, signaling strong labor market.

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TotalEnergies posts strong Q2 2026 results despite Middle East production losses, backed by refining and price gains.

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RBC raises Chesnara price target to 400p after strong cash growth and acquisition boost

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