July 09, 2025

Global Wealth Research - July 2025

Quarterly report

Greater role for Fixed Income, Alternatives, International and Emerging Markets. More diversification opportunities and impact of currency decisions.

Key highlights:

  • High uncertainty and divergence increase volatility and dispersion
  • Greater role for Fixed Income and Alternatives
  • Greater role for non-US markets
  • Potential of Emerging Markets
  • Increased importance of currency hedging and currency returns
  • More diversification opportunities

Published quarterly, this report covers:

  • The most impactful macro indicators in the current market environment
  • A cross-asset comparison covering rates, credit, equities, listed alternatives, commodities, and currencies
  • Insights on market shifts and their implications for multi-asset portfolio construction

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