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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India to face 25% tariffs and penalties on US exports

31 Jul 2025

Effective 1 August, India exports to the US would face a 25% tariff along with a penalty. We do not expect this to be a final decision and remain hopeful of an eventual trade deal.

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Brazil: Between trade schisms and solid fundamentals

30 Jul 2025

The US-Brazil dispute may get worse before it gets better, depending on Brazil’s response as the US proceeds with the threatened tariffs. We expect greater clarity on the bilateral relationship by year-end.

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CIO Alert: Trade tensions ease further with US-EU deal

27 Jul 2025

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Copper tariffs coming down to the wire

25 Jul 2025

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Applying tariffs

25 Jul 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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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.