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.
Shipping containers

CIO Alert: Trump tests market optimism over trade

The US President added to pressure on its main trading partners over the weekend, saying he will levy a 30% tariff on imports from the EU and Mexico. We view the latest move from the White House as a negotiating tactic, and maintain our base case that the US effective tariff rate will settle around 15%, which we believe will allow the S&P 500 to rise further over the coming 12 months.

European Union flags

President Trump threatens 30% tariff on EU imports

President Donald Trump has threatened to impose a 30% tariff on EU imports into the US from 1 August, alongside a similar announcement affecting Mexico. This announcement comes as the latest in a series of letters from the president as the pause on “Liberation Day” tariffs expired. Moreover, it is higher than the original tariff rate announced in April of 20%.

Mexico: Tariff shock mitigated by USMCA

President Trump threatens Brazil with 50% tariff

Trump’s tariff letters do not signal trade war escalation

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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