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.

AI disruption and opportunity

We believe generative artificial intelligence (genAI) represents the most significant platform shift since the internet and has the potential to transform industries. In our latest report AI disruption and opportunity: A sector-by-sector guide for entrepreneurs we look at the impact of artificial intelligence on eleven different sectors.

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.

Trump’s tariff letters do not signal trade war escalation

The Trump administration has sent formal trade demand letters to 14 economies with new tariff rates, but it has also allowed more time for additional negotiations. With the move well telegraphed and the tariffs similar to levels announced three months ago, we expect more deals to emerge in the coming weeks.

Who could win and lose on tighter Trump AI controls

New US export controls could reportedly target AI chips headed to Southeast Asia. We are more sanguine, but think investors should stay diversified within AI and tech, and consider structured strategies to manage exposure.

Container ship

The end of the “reciprocal” tariff pause

We provide an update on our outlook for US tariffs as the “reciprocal” tariff pause comes to an end and ahead of expected sectoral and product tariff announcements.

Paul Donovan: economics without jargon

Daily independent financial research from Global Chief Economist Paul Donovan, who believes passionately that economics is something everyone can and should understand.

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