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

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Escalation in Middle East tensions weigh

Wall Street was mostly higher for the week helped by a rebound in chipmakers while investors continued to assess the evolving situation in the Middle East.

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Global House View and Investment Perspectives: July 2026

Balancing growth opportunities and rising yields.

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Euro-STOXX 600 ends at record high

It was a holiday shortened week for Wall Street but nevertheless the major indices managed to log gains. Following the previous week’s sell-off in tech names, Monday saw a rebound, also powered by corporate deal activity.

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