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.
More Trump 2.0 insights
US dollar currency

Currency markets: Tariff uncertainty is here to stay

5 Aug 2025

Recent US trade deals, with no retaliatory measures on US exports, have provided underlying support for the USD. Nevertheless, we believe cyclical and structural factors still point to a weaker USD into 2026.

Read the report
View of city

US tariffs on Swiss exports: No immediate pressure for SNB rate cuts

4 Aug 2025

US tariffs on Swiss exports do not justify an SNB rate cut at this stage, in our view.

Read the report

No deal, but trade talks likely to continue

1 Aug 2025

Read the report

US drug pricing: MFN Letters sent to Pharmaceutical Companies

1 Aug 2025

Read the report

Trump unveils new tariffs

1 Aug 2025

Read the report
More Trump 2.0 insights

House View

How do current economic trends affect your wealth and how you manage it? Keep up to date with the ÃÛ¶¹ÊÓƵ Chief Investment Office House View’s regular independent financial research.
More views from our CIO

Daily

Weekly

More views from our CIO

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.
I tend to think of myself as a political economist, not a mathematical economist. Diversity, inflation, education, trade, inequality, sustainability and social change are some of the topics I am very enthusiastic about.

Let's talk

From planning your finances to providing individual solutions, we focus on helping you get more out of life and your wealth.

Our investment philosophy
Everyone has a unique set of preferences and behavioral characteristics, which can mean that even identical investment portfolios result in very different experiences for different individuals.