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

Trade war: the economic consequences

08 Apr 2025

Paul Donovan, Chief Economist, Global Wealth Management, and Kiran Ganesh, Global Head of Investment Communications, discuss current financial markets and economic policy regarding tariffs, and how they will evolve in the upcoming months.

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CIO Alert | Trade war: FAQ 

07 Apr 2025

Financial market volatility is exceptionally high amid conflicting headlines and ongoing uncertainty about the extent and direction of tariffs. In this note we provide answers to some of the key client questions we have received.

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CIO Alert | Trade war: Navigating volatility

06 Apr 2025

After steep market declines in the two trading sessions since "Liberation Day," further volatility is likely in the weeks ahead. While we do not believe markets are yet fully pricing a US recession, we do see upside by year-end in our base case.

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