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 | US equities rally on US-China love: Downgrading US to Neutral

12 May 2025

US stocks rallied after the US and China agreed to a 90-day tariff reduction and agreed that "neither side wants to decouple.” This supports our core view of staying invested in risk assets. At the same time, with the S&P 500 now trading above the levels prevailing when President Trump imposed “Liberation Day” tariffs, we believe the risk-reward in US equities is now more balanced and downgrade to Neutral.

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How is President Trump affecting sustainability?

12 May 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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