08 August 2023 | 1 min. readingtime
July has been quite good for financial markets. European and US equities rose more than 2% last month, driven in part by stocks that are expected to benefit from the AI buzz and in part by better-than-expected macroeconomic data. Emerging market equities outperformed (5%) developed market equities (2%), albeit in part catching up on weak returns in previous months. Read the full update by clicking the button below.
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