Each month our investment team provides a summary of stock markets around the world. We analyze what has happened, what we think will happen, and how best to position portfolios for their optimum risk-adjusted return.
In contrast to the first half of 2022, July provided gains in developed markets as a more optimistic outlook on interest rate cuts emerged. Underlying data, however, provides a stark reminder that there is a long way to go in the continued battle against inflation. UK OUTLOOK The UK political scene dominated domestic headlines in July. Liz Truss