{"id":1027687,"date":"2026-06-15T08:02:19","date_gmt":"2026-06-15T08:02:19","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/1027687\/"},"modified":"2026-06-15T08:02:19","modified_gmt":"2026-06-15T08:02:19","slug":"peace-dividend-sends-londons-risers-deep-into-an-unlikely-corner-of-the-market","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/1027687\/","title":{"rendered":"Peace dividend sends London’s risers deep into an unlikely corner of the market"},"content":{"rendered":"

\"Peace Peace dividend sends London’s risers deep into an unlikely corner of the market Proactive uses images sourced from Shutterstock <\/p>\n

Donald Trump’s announcement of a peace deal to end the US-Iran war late on Sunday sent a diverse collection of stocks surging on Monday, as markets priced in lower oil, reopened shipping lanes and the prospect of a return to something approaching normality for global trade and travel.<\/p>\n

The most obvious winners were the airlines and their suppliers, with Wizz Air Holdings PLC (AIM:WIZZ)<\/a>, the budget carrier with heavy exposure to Central and Eastern European routes, including Middle East-facing corridors, surging 9.07%, while British Airways owner International Consolidated Airlines Group SA (LSE:IAG)<\/a> rose 4.56%.<\/p>\n

Rolls-Royce Holdings PLC (LSE:RR.)<\/a>, which supplies jet engines to a wide range of commercial carriers and had been punished as air travel sentiment soured during the conflict, climbed 4.97%, its shares benefiting from the simple logic that more flights mean more engine hours and more maintenance revenue.<\/p>\n

Airport food and beverage operator SSP Group plc (LSE:SSPG)<\/a>, which runs branded food outlets in airports and rail stations across the world, advanced 5.30%, with investor confidence in passenger throughput recovering sharply as Middle East route restrictions looked set to ease.<\/p>\n

The mining sector provided the most counterintuitive element of the peace dividend story.<\/p>\n

Gold and silver producers Hochschild Mining and Pan African Resources rose 6.34% and 5.32% respectively, even though conventional wisdom might suggest a resolution to a geopolitical crisis would suppress safe-haven demand and therefore depress precious metals prices.<\/p>\n

The logic runs differently in this instance: throughout the conflict, the closure of the Strait of Hormuz sent oil prices surging, stoking inflation fears and keeping interest rate expectations elevated, a toxic combination for gold since higher rates lift the opportunity cost of holding a non-yielding asset.<\/p>\n

With Hormuz now set to reopen and oil prices falling sharply, the inflation overhang on rate expectations eases, making precious metals more attractive, not less.<\/p>\n

The same logic extended to copper giant Antofagasta and silver and gold producer Fresnillo, up 5.17% and 4.16% respectively on the FTSE 100, and gold miner Endeavour Mining, which added 4.20%.<\/p>\n","protected":false},"excerpt":{"rendered":"Peace dividend sends London’s risers deep into an unlikely corner of the market Proactive uses images sourced from…\n","protected":false},"author":2,"featured_media":1027688,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[7757],"tags":[748,3087,393,4884,44503,256019,257,283755,16,15,256018],"class_list":["post-1027687","post","type-post","status-publish","format-standard","has-post-thumbnail","category-london","tag-britain","tag-british-airways","tag-england","tag-great-britain","tag-hochschild-mining","tag-international-consolidated-airlines-group-sa","tag-london","tag-peace-dividend","tag-uk","tag-united-kingdom","tag-wizz-air-holdings-plc"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/116753081991855318","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/1027687","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=1027687"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/1027687\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/1027688"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=1027687"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=1027687"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=1027687"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}