Global Financial Market Review for the First Half of 2025

 

In the first half of 2025, the global market underwent significant changes. Following Donald Trump's official inauguration as President of the United States in January, his policies began to take effect, exerting a notable impact on global markets. The S&P 500 rose by approximately 5.5% during the first half of the year, while Hong Kong's Hang Seng Index delivered an impressive performance, surging by 20%. Meanwhile, the CSI 500 Index rebounded by 3.3%. What makes us particularly proud is that our global asset allocation investment portfolio closely followed the market trends and delivered an outstanding performance in this dynamic market environment.

 

 

How Did AQUMON's Portfolios Perform?

 

Flagship Portfolios:

 

SmartGlobal | Hong Kong ETF Portfolio Achieves Record-High Performance:

 

The SmartGlobal portfolio continues to outperform market expectations. Its aggressive portfolio (80% equities/20% bonds) delivered quarterly, year-to-date and one-year returns of 10.47%, 9.71% and 18.69% respectively, demonstrating strong synergy with Hong Kong's thriving stock market.

 

SmartGlobal Max | U.S. ETF Portfolio Leads Global Asset Allocation

 

The SmartGlobal Max portfolio, with its globally diversified asset allocation, has delivered outstanding performance through its aggressive strategy (80% equities/20% bonds), achieving quarterly, year-to-date, and one-year returns of 7.30%, 8.77%, and 14.72% respectively.

 

This global asset allocation approach emphasizes diversification and stability. While the classic 60/40 portfolio typically yields around 7% annualized returns, this year's performance has nearly doubled that benchmark, primarily driven by the strong momentum in both US and Hong Kong equity markets.

 

Thematic Portfolio Performance Review

 

 In the first half of 2025, our thematic investment portfolios also delivered outstanding performance. Over 90% of the thematic portfolios achieved double-digit returns over the past year! For instance, “Hong Kong Market Leaders" yielded an impressive annual return of 37.46%, while "Global Tech Gaints" delivered a solid 17.38% annual return, with a remarkable surge of 20.49% in Q2 alone.

 

 

Global Market Outlook and Investment Direction for the Second Half of 2025

 

The global market is expected to exhibit a combination of structural opportunities and volatility. The U.S. may enter a rate-cut cycle, keeping tech stocks attractive, while China's policy stimulus is likely to drive valuation recovery in Hong Kong and A-shares.

 

According to AQUMON's research, in the past 20 years, the rebound speed of the S&P 500 after major declines has accelerated, potentially driven by the widespread adoption of the internet, financial data, and trading platforms. Amid the market fluctuations expected in the second half of the year, AQUMON will continue leveraging AI algorithms and scientific allocation strategies to help investors achieve stable growth in complex environments. Log in to AQUMON now to enjoy more scientifically optimized asset allocation investment services!

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

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