Insights

Global Market Overview | July 2025 13 August 2025 Ashburton Investments

News flow in July remained dominated by tariff negotiations, the health of the global economy and interest rate expectations. Investors kept a watchful eye on United States (US) President Donald Trump as several meetings with major trading partners took place ahead of the 1 August tariff deadline.

Global Equity Growth Fund: Q2 2025 31 July 2025 Kathy Davey

The second quarter of 2025 was strong for global markets. Starting off on a negative note with the announcement of President Trump’s ‘Liberation Day’ tariffs, global markets turned around strongly in mid-April boosted by tariff pull-backs, a de-escalation in trade tensions between the US and China and the passing of the ‘One Big Beautiful Bill’.