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CIO Investment Office

The most important CIO topics now available as audio.

17 Jul 2026

House View Daily | Broad global earnings strength should support equities

Global stocks came under pressure this week amid a selloff in chipmakers and escalating tensions in the Middle East. We think strong earnings growth should continue to support global markets, and investors should seek diversified exposure to participate in market upside.

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16 Jul 2026

House View Daily | Understanding semis volatility

South Korea's equity benchmark has fallen more than 25% since its all-time high in June amid regulatory concerns and investor worries over the durability of the broader semiconductors rally. We retain a constructive view on the industry, but think selectivity is key. Investors should also ensure diversified exposure to AI.

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15 Jul 2026

House View Daily | Strong earnings should drive US equities higher

We expect second-quarter earnings to deliver another strong set of results, with all sectors likely to report an increase in profits. Our forecast of 28% earnings growth for the S&P 500 is supported by strong AI investment, improving cyclical activity, and solid consumer spending.

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14 Jul 2026

House View Daily | Inflation data and Warsh in focus as yields rise

Markets are on edge as renewed US-Iran tensions pushed oil prices and Treasury yields higher. Investors will now look to June CPI data and Fed Chair Kevin Warsh’s congressional testimony for clues on the path of US interest rates. We expect inflation pressures to ease in the coming months, which should ultimately lead to lower bond yields.

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13 Jul 2026

House View Daily | US-Iran tensions reinforce the case for portfolio resilience

Continued US-Iran tensions are testing markets, but there are ways investors can consider helping portfolios navigate uncertainty while staying positioned for potential upside.

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