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CIO Investment Office

The most important CIO topics now available as audio.

26 Jun 2026

House View Daily | Oil’s path is not a one-way Strait

While oil may stay under pressure in the near term, we expect prices to recover over the coming months, as the normalization of traffic through the Strait of Hormuz and the recovery of shut-in production may prove slower than expected. We continue to see value in broad commodity exposure in a portfolio context.

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25 Jun 2026

House View Daily | Why gold could stage a rebound

Gold has fallen to its lowest level in nearly eight months, but we think this offers an opportunity for underallocated investors to build strategic exposure. We believe the investment case for gold remains positive, as we believe the Fed is unlikely to raise rates in the near term, and the US dollar should weaken as the year progresses. Gold has also historically provided diversification benefits in a portfolio context.

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24 Jun 2026

House View Daily | Equities can move higher despite tech sell-off

Risk sentiment weakened amid pressure on semiconductor stocks, but we believe the recent correction should be seen in the context of the strong rally in recent months. While we remain confident in the AI growth story, we also expect that the next phase of stock gains will come from a broader range of opportunities.

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23 Jun 2026

House View Daily | Why we think a Fed hike remains unlikely

We view current market expectations that the Federal Reserve will raise rates in the near term as too aggressive, as inflation should moderate in the coming months, growth may soften, and broader changes at the Fed could slow down policy reaction. We continue to see an attractive risk-return profile for short- and medium-duration quality bonds.

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22 Jun 2026

House View Daily | Record equity issuance shouldn't be a headwind for equity markets

The window has swung back open for new IPOs and secondary offerings, with share issuance likely to reach a record high in dollar terms this year. But we do not think this will be challenging to absorb given the growth of the overall equity market.

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