July 2026 Monthly Market Brief

Markets faced a more uncertain backdrop in July, with rising oil prices, persistent inflation concerns and increased scrutiny of AI valuations influencing investor sentiment. Our latest Market Brief looks at the key drivers behind recent market movements and what they could mean for investors. 

In our publication, we cover:

• AI optimism met investor caution, with questions growing around the returns on rising AI investment. 
• Higher oil prices and renewed geopolitical tensions drive market volatility and inflation concerns.
• The UK outperformed many global markets, supported by its exposure to energy and value-oriented sectors.

To read the brief in full, click here. If you would like to discuss any other information in this publication, please get in touch. 

download our market brief here