What Makes RELX (RELX) an AI Beneficiary?

What Makes RELX (RELX) an AI Beneficiary? Soumya Eswaran Thu, June 11, 2026 at 10:33 PM GMT+7 4 min read RELX Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy of the letter is available to download here. The Fund focuses on providing investors with global exposure to dividend-paying companies. In Q1 2026, the fund returned was -0.5% (GBP), compared to -1.6% for the MSCI World Index and 0.1% for the IA Global Equity Income sector average. The quarter saw notable changes in market sentiment driven by geopolitical tensions and energy market disruptions. The market shifted focus from growth sectors, particularly mega-cap technology and software, to value-oriented, defensive, international, and physical economy stocks. The Fund gained from this transition towards defensive and value areas in the quarter. The letter discusses the impact of macro events and market dynamics on Q1 performance and examines software industry valuations amid rising concerns around AI-driven disruption. In addition, please check the Strategy’s top five holdings to know its best picks in 2026.

In its first-quarter 2026 investor letter, Guinness Global Equity Income Fund highlighted RELX PLC (NYSE:RELX). RELX PLC (NYSE:RELX) is a British based provider of information analytics and decision solutions for professional and business customers. On June 10, 2026, RELX PLC (NYSE:RELX) stock closed at $33.98 per share. One-month return of RELX PLC (NYSE:RELX) was 4.77%, and its shares lost 38.11% over the past 52 weeks. RELX PLC (NYSE:RELX) has a market capitalization of $60.06 billion.

Guinness Global Equity Income Fund stated the following regarding RELX PLC (NYSE:RELX) in its Q1 2026 investor letter: