Market Update July 2026

The ceasefire between the US and Iran appears to have broken down, with both sides engaging in retaliatory strikes despite US President Donald Trump’s declaration last month that hostilities had ended.

Rising tensions have pushed oil prices higher and could fuel inflation, complicate central bank interest rate decisions, disrupt global supply chains, and weigh on economic growth if the conflict escalates further.

From an investment perspective, the focus remains on maintaining a diversified portfolio across asset classes, regions and sectors as the best defence against market volatility and uncertainty.

As with any market turbulence their will be concerns but also opportunities. If you would like to discuss your portfolios then please contact your adviser or the office direct.

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