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.

Will the Trump 2.0 economic ideology be more MAGA or DOGE?

The "break-up" between Elon Musk and President Trump makes for great gossip, but the impact on the Trump 2.0 economic policy agenda is likely to be limited. Moreover, the policy ideology is still likely to tilt towards DOGE over MAGA.

Tariffs likely to remain high despite legal challenges

We provide an update on our outlook for US tariffs following the Court of International Trade's ruling to permanently enjoin the Trump administration's tariffs levied under the International Emergency Economic Powers Act.

From a trade war to a tax war?

We explore the Trump administration's One Big Beautiful Bill Act and its cross-asset implications for investors.

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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