Insights

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.
Private markets: understanding Private Markets and how they can be integrated into a portfolio..
Art collecting: expert insights into the development and management of an art collection.
DE&I: about the importance and commercial relevance of Diversity, Equality and Inclusion.

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Investing under Trump 2.0

CIO Alert: Rate cut and tariff optimism boosts stocks

24 Apr 2025

US stocks recouped more of their recent losses on Thursday amid renewed expectations of a resumption of Fed rate cuts, hopes of tariff de-escalation, and positive earnings results. While volatility will likely persist, we view US equities as Attractive, with a year-end S&P 500 target of 5,800.

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CIO Alert: US stocks rebound on hopes over trade and earnings

22 Apr 2025

US equities rallied on Tuesday as positive signals from the White House on trade talks and earnings optimism lifted sentiment. While volatility will likely continue until there’s more clarity on tariffs, we expect US equities to finish the year higher and continue to see gold, quality bonds, and hedge funds as attractive means of managing near-term market swings.

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How is President Trump affecting sustainability?

22 Apr 2025

While some sustainability-related policies may be rolled back, we do not anticipate wholesale changes, and we continue to see attractive growth opportunities in the sustainable investing field.

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