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 | Trade war: Strengthening portfolios in volatile times

10 Apr 2025

In this note we detail why we now see US equities as Attractive, how we believe investors can strengthen and diversify their portfolios during volatile times, and we update our scenario analysis considering the “90-day” pause to tariffs on most countries announced by President Trump on 9 April.

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CIO Alert | Trade war: Equity markets rebound on tariff pause

09 Apr 2025

US equities rallied by 9.5% on Wednesday after President Trump announced a 90-day pause in the imposition of reciprocal tariffs on most countries. This added to hopes that the US is open to negotiations about a more long-lasting resolution to trade disputes, and overshadowed a further rise in tariffs on China.

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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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