This summer has proved to be a scorcher, not only for holidaymakers but also for investors. After a strong run earlier in the year, July was a more challenging month for semiconductor and technology shares, as investors became more cautious after a period of strong optimism
Alongside this, renewed tensions in the Middle East and higher oil prices created additional uncertainty for markets. Despite these challenges, resilient company earnings in the US continued to provide support for investors.
Read more from the Premier Miton’s Managed Portfolio Service Investment team in their monthly update: Monthly news and views covering July 2026
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