World equities rallied in July on coverage readability, robust tech earnings, and AI-driven momentum. Right here\u2019s how our portfolios carried out and what traders ought to watch going ahead.<\/h3>\n
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)<\/strong> and contemporary commerce offers lifted world sentiment, with progress shares main the way in which. Core Equity100 returned +4.22% in SGD<\/strong>, outperforming the MSCI ACWI benchmark at +3.47% <\/strong>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<\/strong>, reinforcing the power of our systematic, globally diversified funding strategy. Supply: Syfe, Bloomberg. As of 31 July 2025 in SGD.<\/em> China stays our…<\/div>\n
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Key highlights<\/h2>\n
China Leads, World Publicity Pays Off<\/h3>\n