Latest views

Key trends. Top risks. Investment ideas and portfolio implications for 2018.

How wealth managers can support the UN Sustainable Development Goals: 5 lessons from 2017

Inflated fears

The fiscal boost from tax reform and spending increases this late in the cycle complicates the Fed's policy approach. However, as long as rate increases are gradual and reflect strong underlying fundamentals, then markets will be able to work through these "growing pains."

Entering choppier waters

Investors who kept calm, stayed invested, and rebalanced through the recent correction look set to be rewarded in a month that highlighted the difficulty, and potential costs, of trying to time the market. The worst week since 2016 was followed by the best week since 2015, and global equities are now just about 5% short of their all-time highs. Investors who sold out any more than three weeks too early and bought back any more than a week too late would still be worse off than a buy-and-hold investor.

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House View Monthly U.S. Planning is everything

CIO Wealth Management Americas discusses emerging risk scenarios and what investors can do to prepare.

Quarterly update A minute with Mike Ryan

Find out how to position your portfolio in the fourth quarter.

Key topics

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