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Are you ready for the Year Ahead?

As we enter 2026, the world stands at a crossroads. The Year Ahead 2026 report from our award-winning Chief Investment Office - named the Best CIO in Private Banking at the PWM/ The Banker Global Private Banking Awards 2025 - will help you spot the signals that matter, cut through the noise, and act with confidence.

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.
  • Exclusive events: Be in the know with our latest thought-leadership events in Asia Pacific.

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Investing under Trump 2.0

Globe on table

CIO Alert  |  US-Iran escalation adds to geopolitical risks

The simmering US-Iran conflict escalated this weekend with the start of joint US and Israeli airstrikes across Iran, which prompted Iranian retaliation. Our base case remains that there will be only a brief disruption to the global supply of energy. Markets may be volatile over the coming weeks but would likely thereafter start to refocus on positive global economic fundamentals.

Columns of government building

Supreme Court rules IEEPA tariffs illegal

The Supreme Court ruled against the administration in a 6-3 decision finding that the use of the International Emergency Economic Powers Act to levy tariffs is illegal.

CIO Alert  |  Markets fall amid Greenland tensions

DoJ investigation adds uncertainty to Fed leadership transition

Trump announces one-year 10% cap on credit card interest rates

CIO House View

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