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CleverMPS. 2025 5 Major Markets

CleverMPS. 2025 5 Major Markets

CleverMPS. 2025 5 Major Markets

2025 was a strong year for global equities, with most major regions delivering double-digit returns. Asia ex-Japan led on AI-driven tech gains and China stimulus, while Europe benefited from ECB rate cuts and Germany’s €500bn investment plan. Japan attracted foreign inflows following policy normalisation and corporate reform. Despite tariff volatility, resilient earnings and easing monetary policy supported positive returns across North America and the UK.

Jan 215 min read

July Extended Market Update

July Extended Market Update

July Extended Market Update

Global markets in July showed resilience but faced sharp volatility. Strong earnings and steady growth lifted equities in the U.S., UK, Eurozone, and Japan, yet trade tensions, rising public debt, and mixed inflation created uncertainty. Bond yields climbed, currencies weakened in key regions, and late-month policy concerns reminded investors how quickly sentiment can shift.

Jul 31, 20259 min read

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