July 2026 Market Digest

Our monthly market digest looks back at what happened in markets in July 2026. 

We've outlined some of the key highlights below:

• Equity markets paused after a rally as higher oil prices and semiconductor weakness weighed on sentiment
• Rising bond yields meant less rate-sensitive sectors, such as High Yield, were favoured
• UK equities were among the strongest performers while Asia-Pacific markets lagged because of greater semiconductor exposure

Download our full market digest below for more information on:

• asset class returns
• Middle East tensions keeping inflation risks alive
• Central bank policy developments
• fixed income and credit markets
• commentary to cover the past 12 months

DOWNLOAD HERE