Featured reports

Looking past peak uncertainty

The CEO Macro Briefing Book update  |  May 2025

The CEO Macro Briefing Book 2Q25 is a quarterly update to our most recent CEO Macro Briefing Book series. Framed for our business-owner clients, this report is an assessment of economic conditions, operational considerations, policy, and dealmaking activity.

In this edition, the ۶Ƶ Chief Investment Office assesses the impact of high trade policy uncertainty on markets and the economy and outlines the challenges ahead.

Insights for Dealmakers

The CEO Macro Briefing Book update  |  Feb 2025

The CEO Macro Briefing Book – Insights for Dealmakers answers the most commonly asked questions our business-owner clients have regarding the M&A, PE, VC, and IPO space. The dealmaking space has gone through its own relative boom-bust cycle recently as aggressive interest rate hikes from the Federal Reserve hit the brakes on the surge of activity in 2020 and 2021.

Now, the environment has turned more favorable thanks to rate cuts from the Federal Reserve and appearance of a more business-friendly regulatory environment.

Economic strength meets policy uncertainty

The CEO Macro Briefing Book  |  1Q25

The CEO Macro Briefing Book 1Q25 is a quarterly update to our most recent CEO Macro Briefing Book series. Framed for our business-owner clients, this report is a assessment of economic conditions, operational considerations, policy, and dealmaking activity.

In this edition, the ۶Ƶ Chief Investment Office assesses a “roaring” economy at a time of increasing policy uncertainty, with profound implications for the economy and financial markets.

Latest videos

Tracking the post-tariff trade

Tracking the post-tariff trade

We are almost a month out post ‘Liberation Day.’ As we pass the 100 days of the second Trump administration, C-suite leaders and investors seem to be even more uncertain about the direction of policy and the economy than ever before.

5 May 2025  |  11 min watch

The roaring 20s meets Trump 2.0

The roaring 20s meets Trump 2.0

The world is embracing the incoming year of the Snake, a time usually marked for change and renewal. For business owners, the post-election environment has been greeted with optimism but what risks can threaten CIO’s "Roaring 20s" thesis?

30 Jan 2025  |  11 min watch

What does Trump’s election win mean for business owners?

What does Trump’s election win mean for business owners?

Trump's return to DC promises an economic rush-tax cuts, spending plans, and more business-friendly regulatory environment. As this high-stakes economic experiment unfolds, what's the year ahead going to look like for business owners?

11 Dec 2024  |  11 min watch

How are CEOs and investors reacting to the market?

How are CEOs and investors reacting to the market?

As the US election draws nearer and more rate cuts by the Fed are expected, we look to business owners and seasoned investors for their reactions. What signals should you be focusing on?

24 Oct 2024  |  13 min watch

Related podcasts

Top of the Morning: CEO Macro Briefing Book 2Q25 update

7 May 2025  |  14 min

Paul stops by the studio for a Q2 update on the CEO Macro Briefing Book series - we discuss how uncertainty surrounding the macro environment and course for US trade policy has some investors openly questioning the sustainability of US exceptionalism.  Featured is Paul Hsiao, Asset Allocation Strategist Americas, ۶Ƶ Chief Investment Office.  Host: Daniel Cassidy

Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers

21 Feb 2025  |  13 min

Paul rejoins us in-studio to answer some of the most commonly asked questions our business-owner clients have regarding the M&A, Private Equity, Venture Capital, and IPO space in 2025. Featured is Paul Hsiao, Asset Allocation Strategist Americas, ۶Ƶ Chief Investment Office. Host: Daniel Cassidy

Top of the Morning: The CEO Macro Briefing Book 1Q25 update

30 Jan 2025  |  13 min

Businesses have greeted the post-election environment with optimism, yet uncertainty remains as questions surround the timing and implementation of Trump 2.0 policies’ interplay with a seemingly more cautious Fed and slowing economy. Paul Hsiao, Asset Allocation Strategist Americas with the ۶Ƶ Chief Investment Office, joins to discuss the outlook and implications. Host: Daniel Cassidy

Top of the Morning: The CEO Macro Briefing Book 4Q24 update

22 Oct 2024  |  12 min

We spotlight the latest edition of the quarterly ۶Ƶ CEO Macro Briefing book as we explore how business owners and investors feel about the upcoming US election, the state of the US economy, the course ahead for Fed monetary policy, and more. Featured is Paul Hsiao, Asset Allocation Strategist Americas, ۶Ƶ Chief Investment Office. Host: Daniel Cassidy

Authors

jason draho portrait

Jason Draho, Ph.D.

Head of Asset Allocation Americas
Chief Investment Office, GWM

paul hsiao portrait

Paul Hsiao

Asset Allocation Strategist Americas
Chief Investment Office, GWM

Get in touch

Together, we can help you pursue what’s important

Are you a client?

Become a ۶Ƶ client