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With 24-hour coverage of major asset classes from 12 key financial hubs around the globe, our Chief Investment Office experts identify the latest investment opportunities and market risks for you. Get fresh perspectives on the topics that matter most to you and your investment goals.

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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 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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CIO House View

Investing under Trump 2.0

Markets rebound as Trump outlines reciprocal tariffs

14 Feb 2025

Stocks and bonds both rallied on Thursday after US President Trump signed a directive on reciprocal tariffs but stopped short of imposing immediate measures. While the delay in implementation limits the immediate market impact, the risk of retaliation remains.

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VP Vance threatens sanctions, military action over peace deal

14 Feb 2025

US Vice President JD Vance threatened both economic and military “tools of leverage” against Russia if a peace deal is not reached that ensures Ukrainian independence. Our base case is for a ceasefire to be reached during the year, though negotiations may be protracted given the lack of trust and distance between desired outcomes.

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US President Trump orders more tariffs

11 Feb 2025

US President Donald Trump announced a new 25% tariff on all steel and aluminum imports on Monday. Despite rising tariff risks, we still expect that a solid US economy, AI tailwinds, and gradual Fed rate cuts will offer a favorable backdrop for equities. We continue to expect the S&P 500 to end the year higher.

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Economics. Without jargon

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