Volatile markets in July reinforced timeless investment principles. While AI-related technology shares fell sharply and rising interest rates pressured returns, diversified portfolios proved more resilient. The month also highlighted the importance of managing risk, avoiding excessive leverage, and maintaining inflation-resistant investments for long-term financial growth.
AI has dominated market headlines at the midway point of 2026, but it's not the whole story. Learn about the trends driving investment returns and why broad portfolio diversification remains important for investors.
Last month's update was entitled "Who would have predicted that?" - we could almost run the same title again. While fears of stagflation dominated sentiment early in the month and the Strait of Hormuz remains closed, markets ended the month in an exuberant mood.
Markets moved higher despite geopolitical shocks, rising energy prices and volatile headlines. We look at the disconnect between headlines and markets, and the role of AI and corporate earnings in driving returns.
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