Big tech stocks were once more in the spotlight during the month of July, but for vastly different reasons as the unwinding of the big tech trade took hold. Alongside the growing scepticism towards technology investment in AI paying off anytime soon, markets have been moving amid mounting doubt over the health and outlook for the US economy. Meanwhile, politics continued to have an important role in market positioning.

Our stock pick this month is Hannon Armstrong Sustainable Infrastructure, whilst ethical news includes E.ON expanding district heating, beverage container recycling, record UK renewables and the roll out of meat alternatives.

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