4 Sector ETFs for 2Q 2026
Geopolitics and AI are reshaping markets in Q2 2026. Energy, tech, consumer and utilities emerge as key sector ETF plays amid rising uncertainty.
➤ Geopolitical tensions, particularly the Iran conflict and its impact on the Strait of Hormuz, are creating market uncertainty for Q2 2026. ➤ Energy and technology sectors are highlighted as key ETF plays due to supply disruptions affecting oil prices and the ongoing AI boom, respectively. ➤ Defensive sectors like utilities are also recommended for their safety, while consumer discretionary may benefit from a contained inflationary backdrop and growth among higher earners.












