Insights

Fresh perspectives on the topics that matter most to you

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 | Trump tariffs: Our view for investors

02 Apr 2025

Equity futures sold off as President Trump announced a major increase in tariffs on imports into the US. While we expect US equities to end the year higher, in the near term, US consensus earnings and economic forecasts are likely to be downgraded, a tit-for-tat escalation in tariffs is possible, and equity market volatility will remain elevated. Structured solutions, quality bonds, gold, and alternatives can help diversify portfolios.

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Preview of 2 April tariffs

31 Mar 2025

The US administration is poised to announce a new round of “reciprocal” tariffs on 2 April after imposing a range of tariffs on China, Mexico, and Canada, a separate set of tariffs on steel, aluminum, and derivative products, and newly announced levies on autos and auto parts.

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How is President Trump affecting sustainability?

31 Mar 2025

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

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