Global House View and Investment Perspectives – July 2025

Inview

8 min read

Global House View and Investment Perspectives – July 2025

Global equity markets extended their rally in June, with many reaching new historical highs as the MSCI All Country World Index gained 4.5% gain over the month.

08 July 2025

More stories

Infocus 29 September 2026

Assessing downside risks: scenarios, triggers and thresholds

In the three years to 23 September 2026, MSCI World returned over 80%, equivalent to more than 20% per annum.

7 min read

Inview 24 September 2026

Global House View and Investment Perspectives: September 2026

Equity resilience amid higher bond yields

8 min read

Market insights 24 August 2026

Rising bond yields and oil prices weigh on sentiment

A key feature of the week was rising government bond yields, particularly in the US and Japan.

Research Team

2 min read