Investment Insights July 2025

In the second quarter of 2025, ongoing trade tensions, particularly between the U.S. and China, have created uncertainty in the global economy, leading to volatility in financial markets.

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Alex Qi, Assistant Portfolio Manager, shares insights from Mercer’s global network of investment experts, covering:

How the market performed in the second quarter of 2025.
The conflict between Israel and Iran and its impact on commodity markets.
Key trends investors should keep in mind for the upcoming months.

The returns listed in the table above are provisional and will be finalised once the financial accounts for the year ending 30 June 2025 are completed.

^{This information has been prepared by Mercer (N.Z.) Limited for general information only. The information does not take into account your personal objectives, financial situation or needs.}

^{22 July 2025}

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Investment Insights July 2025