Record highs for equity markets and mid-digit returns for the month provided the story board of July. Positive sentiment surrounding the earnings season, a signing of the “big beautiful bill” and fading worries that tariffs could impact the global economy were the main drivers.
Rising yields and higher equities is not a story we tend to tell very often, and the market continues to look through the shorter term higher for longer narrative in the US and focus on 2026.
Read more from the Premier Miton Managed Portfolio Service Investment team in their monthly update.
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