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Compass Commentary - July 2023

Date: 05 September 2023

1 minute read

Compass Portfolios monthly commentary

Global equities rose by 3.4% in July as positive economic data from the United States and other developed market economies pushed stocks higher. July was most notable for the outperformance of emerging markets, which had lagged their developed market counterparts for much of the year. Chinese equities were the chief driver of this, with the government moving to address some of the key domestic issues that had faced the country since its re-opening.

Continue reading the latest monthly commentary

Sacha Chorley

Portfolio Manager


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