Four ASX100 stocks to buy in July

History frequently unfolds by accident rather than by design. The redefinition of the UK's relationship with Europe will generate further uncertainty in the region which we believe will prolong the accommodation policy settings of central banks cushioning the sharp falls in asset markets and stretching the demand for yield for just that much longer. With most companies in blackout, we expect macro events to overshadow fundamentals up until reporting season. Volatility is therefore likely to persist. We highlight the need for investors to focus on solid fundamentals and stick to conviction. In July we add BHP and remove CYBG. Our four ASX100 high conviction stock picks this month are on the Morgans Blog (VIEW LINK) . Watch the video below for further explanation: