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Home / News / Market commentary / YOU AM market commentary – July 2025
YOU AM market commentary – July 2025
Check out our most recent market commentary from the experts over at YOU Asset Management:
Global equity markets defied a regular cadence of negative headlines to post strong returns across the board in June. The final week of the month witnessed a new all-time high for global equity markets as measured by the MSCI All Country World Index in local and US Dollar terms.
For Pound-Sterling based investors, the returns were good albeit still below the peak seen in February due to the strong appreciation of GBP over that period. Emerging Markets were the strongest performer over the month, with a +4.5% return in GBP terms, as measured by the MSCI Emerging Markets Index. The US equity market also posted strong returns, defying continued tariff and political drama to return +3.4% as measured by the S&P 500 Index.
Fixed Income markets also had a strong month. The highest quality US Treasury bonds were supported by an inflationary environment which has continued to be benign despite worries about the potential for a tariff-induced resurgence. Increasing softness in the US labour and housing markets are also likely supporting continued investor interest in US Treasuries at these yield levels. Lower-quality high-yield bonds also performed well, supported by relatively high all-in yields, while Emerging Market Local Currency Debt continued to power ahead as a result of the continued weakness in the value of the US Dollar vs other currencies.
Any opinions stated are honestly held but are not guaranteed and should not be relied upon.
The information contained in this material is for information only and is not to be regarded as an offer to buy or sell, or the solicitation of any offer to buy or sell, any investments or products. It is advisable that you discuss your personal financial circumstances with a financial adviser before undertaking any investments.
All the data contained in the communication is believed to be reliable but may be inaccurate or incomplete. Unless otherwise specified all information is produced as of 30th June 2025.
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