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Are you ready for the Year Ahead?

As we enter 2025, we look at key developments that will shape the next stage of this decade, including US political change, economic stimulus in China, geopolitical developments, and falling interest rates, as well as longer-term opportunities in transformative innovation.

Our Chief Investment Office team of investment specialists works across key financial hubs worldwide and around the clock to identify the latest investment opportunities and market risks which can help you achieve your financial goals.

Benefit from our leading CIO insights, and find out more about: 

  • Investing under Trump 2.0: Uncertainty and market volatility could persist as Trump’s policies take shape. But investors can bolster their portfolios by positioning for several enduring trends.
  • CIO House View: the impact of current economic trends on asset allocation based on our assessment of the global economy and financial markets.
  • Economics. Without jargon. Daily insights on a wide range of topics from Paul Donovan, our Global Chief Economist.

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Investing under Trump 2.0

US President Trump reimposes "maximum pressure" on Iran

So far, the oil market has reacted in a muted way to the announcement. Market participants will likely wait to see how current sanctions are enforced before anticipating production disruptions in Iran.

FAQs on tariffs

Equities started the week on a volatile note after reports that the Trump administration pushed forward with plans to impose higher tariffs on Canada, Mexico, and China. However, stocks recovered some ground Monday as the White House hit pause on tariffs on Mexico and Canada for at least 30 days. While uncertainty remains elevated, we answer some common questions on investors' minds.

Eurozone: EU tariffs will “definitely happen”

The potential for US tariffs on EU exports raises the downside risks to growth and the possibility that the ECB has to cut rates further than we currently expect.

CIO House View

Economics. Without jargon

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