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CIO thought leaders explain our House View and market outlook through podcasts, videos, and live-streamed conversations.

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Review and Preview Global Edition


This podcast takes a broader look at news from around the world and its impact on markets in the US, Europe, Asia and elsewhere. The topics discussed: China and US trade talks, market reactions, the resurgence of volatility and global data.

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House View live from the US: Watch the replay

In this month's conversation, we were joined by Jason Draho, Head of Asset Allocation Americas. Jason discussed CIO's economic and market outlook, as well as the latest House View recommendations.

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Be prepared: Plan, protect, grow

To be prepared for the road ahead, it’s critical for investors to think about having a plan, protecting the downside, and looking for growth opportunities. We present the Plan, Protect and Grow framework.

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Further afield

Fading recession fears, a supportive shift in monetary policy, and a potential resolution to the US-China trade tensions can all help drive risk assets higher. We add to our overweight to stocks, but shift our exposure to Japan and emerging markets, which we believe offer greater opportunity from here.

Take a deep dive through more of our research

Recommended reading

  • 20 May 2019 Our preferences

    Guidance on asset allocation based on our current assessment of the global economy and financial markets. More

  • 20 May 2019 Regional views

    US politics and trade negotiations, low Eurozone interest rates, and more weekly insights from around the globe. More

  • 20 May 2019 Key messages

    Our main takeaways from the last week, plus investment considerations and economic events in the week ahead. More