Our research helps you invest better. Established in 2011, the Chief Investment Office has been a key part of ۶Ƶ GWM’s aim to bring institutional quality advice to our private wealth clients. CIO identifies and communicates investment opportunities, as well as market risks to support you in preserving and growing your wealth. Stay up to date with in-depth reports and market commentary.
CIO daily updates
CIO daily updates
- Tranformational innovation should continue to outperform
- Gold rises on Fed rate cut conviction
- Putting cash to work as Fed cuts loom
- What slower jobs growth means for the Fed path and risk assets
- Nasdaq hits another record high
- French politics: Should investors have confidence?
- Cooling US jobs data could pave the way for Fed cuts
- Elevated US equity valuations look justified
- Positioning in big tech as antitrust risks fade
- Why investors shouldn’t fear September or record highs
- Inflation data present no obstacle to a September Fed rate cut
- Every meeting is live
- NVIDIA slips after earnings but AI investment case intact
- NVIDIA earnings in focus
- US stocks rally as Powell signals easing at Jackson Hole
- The AI opportunity remains key to portfolio growth
- Markets focus on Powell’s Jackson Hole speech
- What tech pressure says about the AI trade
- US IG spreads narrow to a 25-year low
- No deal on Ukraine from Alaska summit
- Put excess cash to work amid higher inflation
- Tech rotation supports balanced AI positioning
- Positioning portfolios as Fed rate-cuts approach
- Risk sentiment retreats with inflation data in focus
- AI narrative faces challenges from US export fees
- Markets on risk watch amid stock gains
- What Trump’s latest tariff threats mean
- Tariffs on semis, pharma should not derail structural growth
- US stocks rise on fundamental support
- Volatility returns as US data and tariffs disappoint
- Trump unveils new tariffs
- Raising our tech forecasts amid solid results
- Fed meeting in focus
- Markets watchful as data-heavy week unfolds
- Trade tensions ease further with US-EU deal
- Preparing for volatility amid market risks
- Trump’s AI plan supports our innovation themes
- Trump’s Japan deal points to improving trade clarity
- Positioning beyond near-term volatility
- Earnings strength supports bull market
- Fed independence comes back into focus for markets
- Investor tech enthusiasm running high into earnings season
- Tariffs begin to impact US inflation
- What a partial rollback on China H20 chip curbs means for global tech
- Trump tests market optimism over trade
- What Trump’s Canada tariff escalation means for global investors
- Emerging markets should perform despite tariffs on Brazil
- Stocks have room to rise despite tariff-induced volatility
- Trump’s tariff letters do not signal trade war escalation
- Who could win and lose on tighter Trump AI controls
- Republicans push through Trump’s One Big Beautiful Bill
- Markets await more trade news after US-Vietnam deal
- Bond yields should continue to decline despite fiscal concerns
- Tech stocks have more to go despite all-time highs
- Markets count down to tariff deadline
- Treasury yields should fall further amid lower rates
- Treasury yields should fall further amid lower rates
- Tech rally has legs amid rising AI adoption
- Market fundamentals remain supportive amid Middle East developments
- US joins attack on Iran’s nuclear capabilities
- Markets remain cautious amid geopolitical unease
- Fed keeps rates on hold while Swiss cut again
- Fed outlook in focus amid global uncertainty
- Sticking to an investment plan amid geopolitical uncertainty
- Markets refocus on fundamentals amid Israel-Iran conflict
- Israel launches strike against Iran
- Trade optimism wavers amid uncertainty
- Trump's “emergency” tariff appeal no crisis for investors
- London talks offer a path to US-China de-escalation
- Markets watchful for tariffs, economic, and fiscal risks
- Rare earths supply inspires a rare Trump-Xi call
- Put cash to work amid lower returns
- Seek durable growth in transformational innovation
- Strengthen portfolios amid tariff headlines
- Position for longer-term gains amid renewed caution
- Markets on tariff and inflation watch amid volatility
- Stocks lifted by court ruling against Trump tariffs
- Equities rebound as trade optimism returns
- Mood improves in fixed income markets
- Equity volatility picks up amid renewed tariff uncertainty
- Quality bonds offer value despite Treasury volatility
- US equities and bonds fall amid trade and budget concerns
- Ensure portfolio diversification amid geopolitical risks
- US downgraded: End of AAA era
- High bond yields create opportunity in portfolios
- Risks remain despite a pause in the trade war
- Tech rebound has more to go
- US equities rally on US-China love: Downgrading US to Neutral
- Stocks climb after US and China roll back tariffs
- US stocks bounce on trade deal optimism
- Volatility to remain despite improvement in headlines
- Fed preview: Letting the dust settle on tariffs
- Diversifying portfolios to navigate uncertainty
- US equities to see support amid volatility
- Tech rebound has more room to run amid solid earnings
- Tariff and earnings optimism support equity rebound
- 100 days of Trump—tariffs, tumult, and tactical ideas
- US dollar weakness expected to return while gold stays supported
- US equity rebound to continue alongside volatility
- Rate cut and tariff optimism boosts stocks
More insights from CIO
More insights from CIO