World equities rallied in July on coverage readability, robust tech earnings, and AI-driven momentum. Right here’s how our portfolios carried out and what traders ought to watch going ahead.
Markets rallied in July, pushed by robust tech earnings, AI momentum, and renewed coverage readability. The passing of the One Massive Stunning Invoice Act (OBBBA) and contemporary commerce offers lifted world sentiment, with progress shares main the way in which. Core Equity100 returned +4.22% in SGD, outperforming the MSCI ACWI benchmark at +3.47% for the month of July. Different Core portfolios additionally posted robust beneficial properties, supported by publicity to mega-cap tech, rising markets, and diversifiers like gold. Over the previous 12 months, our Core portfolios have outperformed each their benchmark and friends, reinforcing the power of our systematic, globally diversified funding strategy.
Key highlights
China Leads, World Publicity Pays Off
Supply: Syfe, Bloomberg. As of 31 July 2025 in SGD. China stays our…
