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This month, we discuss the global equity sell-off and the subsequent recovery, the unwinding of Yen carry trades, the outlook for US interest rates, and our duration posture.

In this article, we explore some historical examples of the types of companies that have benefited from new disruptive technologies - notably Coca-Cola's transformation as a result of refrigeration - and draw some conclusions about the potential impact of AI, highlighting some of the companies set to be potential winners.

In July's news round-up, we're focusing on the positive activity in the central London office market as a surge in demand for leasings and strong interest from investors help give the sector a boost.