Our Investment Strategy for July 2026

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for July 2026.

• Oil prices rose from $70 per barrel to peak at nearly $120 in May. Recently, they have collapsed back down to nearly $70. What impact could this have on growth, inflation, and stocks and bonds if this level is maintained?

• We are well into the fourth year of the current stock bull market. What are the key factors that will determine whether this bull market can continue for much longer?

• Stock market leadership changes regularly. Are we still witnessing a dynamic change? We had talked about this rotation we are currently seeing from tech to value. Will this movement last?

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