Monthly Archives: July 2015

Monthly Recap: July 2015

Asset class returns in July followed the prevalent themes of the last few years with stocks beating bonds, the Developed World outperforming Emerging Markets (EM) and commodities weakening. The MSCI World Index rose 1.8% in July as year-to-date returns now stand at 4.8%, as measured in US dollars (USD). Global equities edged higher despite a …

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Newsletter: Volume 12, Issue 3, July 2015

Equities Become Range Bound – The second quarter saw global equities shrug off concerns over a “Grexit”, a stock market bubble in China, commodity softness, swift currency swings and a softer US economy to post a modest gain of 0.5% (in USD). The Greek debt situation dominated headlines over the last three months although contagion …

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