According to CoinMeta, Oakmark Global Strategy released its commentary for the second quarter of 2026. Global stock markets saw gains during this quarter, with 10 out of 11 GICS industries recording positive returns. By industry, information technology and finance contributed the most to market returns, while energy was the only sector that held back performance. By country, the United States and Japan made the greatest contributions to market performance, whereas Hong Kong and Norway dragged down the overall results. The portfolio achieved a return of 5.74% (net) during the reporting period; in contrast, the MSCI World Index returned 13.76% during the same time frame. Investors' enthusiasm for artificial intelligence remained a significant theme in the market during the second quarter.