July 2025 Market digest

Market overview for July 2025, including asset class returns.

Jack Richards

08 Aug 2025

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Below are some key highlights from what happened in markets throughout July 2025: 

  • Equity markets rebounded in July, supported by trade agreements and strong tech earnings.
  • Bond markets were mixed, as fiscal concerns pushed yields higher, though emerging market bonds benefited from tariff clarity.

In our overview, we also provide market commentary covering the past year to 30 June 2025.

For more details, please download our full Market Digest below!

If you have any questions or would like to find out more, please get in touch.