Insights

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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.

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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Investing under Trump 2.0

How is President Trump affecting sustainability?

While the Trump administration's policies may weigh on some areas of the sustainable investing universe, opportunities with strong commercial economics still exist.

Revised tariff scenarios

The risk of a tariff escalation following the Trump administration's blanket tariffs on its three largest trading partners increases the odds of our “highly aggressive” tariff scenario.

Trade war fears spark volatility

The S&P 500 fell 1.2% on Tuesday, as Canada, Mexico, and China signaled they would retaliate against the tariff increases announced by the Trump administration at the start of this week. Tariff-related uncertainty and trade policy shifts reinforce the need for portfolio diversification and risk management. But our base case remains that the equity rally will continue, amid US economic resilience and heavy investment in AI.

CIO House View

Economics. Without jargon