Monthly report
Key US trade deals and resilient growth picture sustain market optimism in July
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Overview
Major central banks kept rates on hold. Long yields rose across key developed and emerging markets. Trade uncertainty remained for the bulk of US trading partners.
Key highlights:
- Global Equities – Asia Pacific equities lead
- Global Fixed Income – US government bonds and high yield corporates outperform
- Commodities – US policy helps sway oil and copper markets
- Equity Industries – Energy and Financials fare well amid high return dispersion
- Equity Factors – Value rebounds; Momentum holds up in Europe
- Alternative Indices – REITs lag amid yield rises
- Foreign exchange – USD rebounds
This report provides actionable insights on global performance across asset classes, regions, currencies, industries and styles, using proprietary month-end data from our flagship index families.
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