LSEG Data & Analytics

On June 2, 2026 Vanguard S&P 500 ETF (VOO), the largest ETF in the world, passed the milestone of $1.0trn in assets under management. After the ETF passed the $1.0 trn milestone earlier in the month, VOO faced outflows and could not reach the $1,000.00 bn in AUM at the end of June. Nevertheless, VOO has manifested a new reality in which ETFs can become larger than $1.0 trn in assets under management.

Tajinder Dhillon is a Senior Research Analyst based in London who covers North American and European stock markets. As a StarMine ambassador, Tajinder has extensive experience working with Asset Managers, Investment Banks, Pension Funds, Hedge Funds, and Consultancies to apply leading content sets and predictive analytics to the investment process. He has been with Thomson Reuters for six years working in both Toronto and London offices.

Tajinder Dhillon is a Senior Research Analyst based in London who covers North American and European stock markets. As a StarMine ambassador, Tajinder has extensive experience working with Asset Managers, Investment Banks, Pension Funds, Hedge Funds, and Consultancies to apply leading content sets and predictive analytics to the investment process. He has been with Thomson Reuters for six years working in both Toronto and London offices.

The British Prime Minister and Labour Party leader Keir Starmer recently announced his resignation, ending a tenure of less than two years. With the UK set to have its seventh prime minister within a decade, this highlights that the political order has yet to be fully restored after Brexit, and political uncertainty has become a significant risk to the UK’s economy and investment environment.

Key Benchmarks Performance Over the one-month period ending 30 June 2026, the Philadelphia Semiconductor Index was the clear global leader, rising 11.0%. This exceptional gain reflects continued investor enthusiasm around artificial intelligence, cloud infrastructure spending, advanced chip demand and strong earnings expectations across the semiconductor ecosystem. Beyond semiconductors, performance was relatively broad-based across developed markets.

Please note: if you use our earnings data, please source “LSEG I/B/E/S”. LSEG Workspace is a complete solution for research and analytics. It places the most comprehensive market information, news, analytics and trading tools available into a desktop as simple to use as the Internet. LSEG Workspace clients can run fundamental and technical screens against a global dataset representing more than 100 countries and over 200,000 securities.

Consensus expects Q2 earnings growth of 24.4%, up from 15.2% at the start of the year, led by Technology and Energy, with the chart below highlighting the 10 companies contributing most to the increase in expectations. With higher growth expectations now priced in, we look to the StarMine Predicted Surprise (PS%) to identify which companies below are still expected to clear the higher bar set by analysts.

Tajinder Dhillon is a Senior Research Analyst based in London who covers North American and European stock markets. As a StarMine ambassador, Tajinder has extensive experience working with Asset Managers, Investment Banks, Pension Funds, Hedge Funds, and Consultancies to apply leading content sets and predictive analytics to the investment process. He has been with Thomson Reuters for six years working in both Toronto and London offices.

Please note: if you use our earnings data, please source “LSEG I/B/E/S”. LSEG Workspace is a complete solution for research and analytics. It places the most comprehensive market information, news, analytics and trading tools available into a desktop as simple to use as the Internet. LSEG Workspace clients can run fundamental and technical screens against a global dataset representing more than 100 countries and over 200,000 securities.

Tajinder Dhillon is a Senior Research Analyst based in London who covers North American and European stock markets. As a StarMine ambassador, Tajinder has extensive experience working with Asset Managers, Investment Banks, Pension Funds, Hedge Funds, and Consultancies to apply leading content sets and predictive analytics to the investment process. He has been with Thomson Reuters for six years working in both Toronto and London offices.