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Integrated Wealth Management

Investing Newsletter - July 2026

  • Markets have been resilient despite a difficult backdrop. Growth has improved from late last year, but sticky inflation and weak consumer sentiment have kept uncertainty elevated.

  • Earnings have been the key support for stocks. Corporate results have generally come in better than expected, especially in areas tied to AI, technology infrastructure, energy, and business investment.

  • Bonds are offering more income, but not without volatility. Higher yields have improved the income opportunity, while inflation data, rate expectations, and government borrowing concerns continue to create price sensitivity.

  • The return of large IPOs requires discipline. SpaceX has brought renewed attention to public listings, but recent IPO history shows why investors should separate excitement around a company from the price being offered.