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.
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Container ship at port

What Trump’s latest tariff threats mean

7 Aug 2025

President Trump has threatened to further increase US tariffs, doubling the tariff on Indian goods to 50% and targeting a 100% tariff on semiconductor imports. But our view remains that recent US rhetoric on trade is a pressure tactic and that effective US tariffs will settle at a manageable level by the end of this year. As a result, we advise investors to use bouts of volatility to add long-term equity exposure.

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India: Oil and tariff conundrum

7 Aug 2025

In this blog, we discuss the impact of the US's recent tariff escalation on Indian equities.

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Currency markets: Tariff uncertainty is here to stay

5 Aug 2025

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

4 Aug 2025

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No deal, but trade talks likely to continue

1 Aug 2025

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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.
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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.

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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.