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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Wall Street

Banking on regulatory reform

11 Sep 2025

While bank capital reform will likely reduce capital requirements holistically, we view these changes as a normalization of policy rather than a reversal. We see positive implications for both equity and fixed income investors as reforms normalize.

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Court room

IEEPA tariffs ruled unlawful on appeal

1 Sep 2025

A US federal appeals court upheld a lower court's May ruling that the tariffs levied under IEEPA are unlawful. The case will now likely head to the Supreme Court while the lower court reconsiders its nationwide injunction.

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No tariff inflation? Not so fast

20 Aug 2025

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War in Ukraine – Alaska summit doesn’t result in immediate progress toward a ceasefire

17 Aug 2025

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US tariffs: Implications for the Swiss economy

15 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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Daily

Weekly

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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.