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

Wall Street

Banking on regulatory reform

While bank capital reform will likely reduce capital requirements holistically, we view these changes as a normalization of policy rather than a reversal. We see positive implications for both equity and fixed income investors as reforms normalize.

Court room

IEEPA tariffs ruled unlawful on appeal

A US federal appeals court upheld a lower court's May ruling that the tariffs levied under IEEPA are unlawful. The case will now likely head to the Supreme Court while the lower court reconsiders its nationwide injunction.

No tariff inflation? Not so fast

War in Ukraine – Alaska summit doesn’t result in immediate progress toward a ceasefire

US tariffs: Implications for the Swiss economy