July was a month shaped by markets and macro. Our spokespeople were in demand for their view on where equities go in the second half of the year, and for their read on the July meetings of the ECB, the Federal Reserve and the Bank of Japan. Here's a look at some of the key stories that featured across European publications.

Mid-year equity outlook - Terry Ewing

Head of Equities Terry Ewing set out a constructive view on global equities for the second half of the year, while flagging how concentrated emerging market indices have become. It was the most widely picked-up story of the month. In Spain, a Europa Press wire carried his comments across national titles, and he also featured on the market impact of El Niño on commodities.

It was picked up by, among others, Forbes,  Infobae, Capital, El Asesor Financiero, Cinco Días, Funds Society España, and Bolsamanía, RankiaPro Español

In Germany, the same outlook was carried by aktiencheck.de, finanzwelt, and Finanzmarktwelt.

ECB commentary - Niall Scanlon

Fixed Income Portfolio Manager Niall Scanlon previewed the ECB's July meeting, expecting rates to be held at 2.25% while the ground is prepared for a possible move after the summer. In the UK and Ireland his analysis was published on the Wall Street Journal / Dow Jones newswire (behind a paywall) and syndicated through MarketScreener. In Spain it was carried widely by the likes of EFE, RankiaPro Español, Estrategias de Inversión, finect.com, Infobae, Yahoo! Finanzas, merca2.es, and EURIBOR.

Fed commentary - Niall Scanlon

Ahead of the Federal Reserve's July decision, Head of Fixed Income Daniel Loughney argued that markets were overstating the risk of tightening. His comment was picked up across four German titles including Anleihencheck, Finanz Nachrichten, Altii, and Cash. Online.

Bank of Japan - Daniel Loughney

Portfolio Manager Cathal Gaffney asked whether Japanese monetary policy is tightening faster than expected, in a comment published at the end of the month in both Anleihencheck and Finanz Nachrichten.

Interview with Cor Dücker

Cor Dücker, Head of Sales Continental Europe, opened the month with an interview in Versicherungsmagazin on why it matters so much to move German savers towards equities: Es ist extrem wichtig, die Deutschen in Richtung Aktien zu bewegen

Interview with Christophe Jaubert

Chief Investment Officer Christophe Jaubert closed the month with an interview in finanzwelt Online on the advantages of our multi-manager approach in diversification, performance potential and risk management: Die Vorteile liegen vor allem in Diversifikation, Performancepotenzial und Risikomanagement

He also spoke to Rankia Pro in Spain about how the fund selection team at Mediolanum International Funds is structured: RankiaPro magazine, July 2026

High yield - Martin Reeves

Our Head of High Yield, Martin Reeves, opened the month in Spain with a bylined opinion piece on the high yield market in Cinco Días, published on 6 July.

Other mentions

In the UK and Ireland, MIFL featured in Bloomberg's look at the second-half earnings outlook, which was syndicated in a Wall Street Journal report on Treasury yields ahead of the Fed meeting, while Wealth Briefing also included us in its round-up of senior moves in wealth management.

Elsewhere in Germany, Mediolanum was mentioned in coverage of fund flows, in a byline on insurance solutions versus direct investment, and in analysis of our integrated business model: see TiAM FundResearch, AssCompact, IT Boltwise

Check back next month to see what the European media were asking our Mediolanum experts.