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.

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Investing under Trump 2.0

CIO Alert: Trump tests market optimism over trade

13 Jul 2025

The US President added to pressure on its main trading partners over the weekend, saying he will levy a 30% tariff on imports from the EU and Mexico. We view the latest move from the White House as a negotiating tactic, and maintain our base case that the US effective tariff rate will settle around 15%, which we believe will allow the S&P 500 to rise further over the coming 12 months.

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President Trump threatens 30% tariff on EU imports

13 Jul 2025

President Donald Trump has threatened to impose a 30% tariff on EU imports into the US from 1 August, alongside a similar announcement affecting Mexico. This announcement comes as the latest in a series of letters from the president as the pause on “Liberation Day” tariffs expired. Moreover, it is higher than the original tariff rate announced in April of 20%.

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