House View
Our regularly updated investment outlook
- Trade war: Our latest views
- Trump tariffs: Our view for investors
- Take advantage of volatility
- AI leaders offer competitive edge despite low-cost peers
- Reciprocal tariffs: What to expect from 2 April?
- Risk-off mood takes hold ahead of 2 April
- Investing in longevity
- Market volatility reignited by auto tariffs
- Volatility may rise as markets count down to tariff announcement
- US stocks rise as tariff concerns ease
- Buying the dip in US equities
- Power and resources opportunities remain despite volatility
- Putting cash to work should remain a priority
- Bullion breaks USD 3,000/oz: Can gold shine brighter still?
- Bullion breaks USD 3,000/oz: Can gold shine brighter still?
- Stocks bounce at end of volatile week
- Diversification can help navigate market volatility
- US recession fears look overdone
- Markets pivot after trade and geopolitical shifts
- Equities fall as investors question "Trump put"
- Global rate-cutting cycle set to continue
- German spending plans raise hopes for an economic lift
- German spending plans raise hopes for an economic lift
- Trade war fears spark volatility
- US stocks fall on tech concerns and tariff threats
- Markets brace for volatility amid Trump policy showdown
- US equity bull market remains intact despite fragile sentiment
- NVIDIA results reinforce further AI growth opportunity
- Bonds rally amid stock volatility
- Stocks should rebound despite investor caution
- US equities fall amid economic uncertainty
- Prepare for an increase in stock volatility amid (geo)political shifts
- Fed easing still in store despite inflation concerns
- Assessing the AI rally
- Global stocks can extend rally despite uncertainty
- Ukraine peace talks in focus amid elevated geopolitical risks
- Markets rebound as Trump outlines reciprocal tariffs
- US inflation higher than expected in January
- Fed remains patient on rate cuts ahead of CPI data
- US President Trump orders more tariffs
- Markets brace for volatility amid tariff, data uncertainty
- Treasury yields fall ahead of US jobs release
- Gold can shine even brighter
- Earnings should offer some respite from tariff volatility
- FAQs on tariffs
- Trump presses ahead with tariffs
- Staying positive on AI after big tech results
- Fed puts rate-cutting cycle on pause
- After the AI sell-off, are tariffs the next risk catalyst?
- Tech stocks slide on DeepSeek concerns
- Brace for tech volatility amid DeepSeek concerns
- Preparing for aggressive US trade policy
- Consider power and resources investments along the AI ride
- US equities have room to rally despite volatility
- President Trump unveils second-term agenda
- Trump 2.0 begins
- US fourth-quarter earnings should stay solid despite noise
- Equities and bonds rally on easing inflation data
- Stock volatility is masking still-solid fundamentals
- US dollar: Stronger for longer?
- Strong US jobs data adds headwind to markets
- Markets eye payrolls amid yield volatility
- How to ride the AI wave in 2025
- Market fundamentals remain supportive
- Tariff threats should spark volatility, not panic
- A close look at this week’s trending topic
- Navigating 2025 after a strong 2024
- Why the AI rally is likely to continue in 2025
- Positioning for more gradual Fed rate cuts
- Equities and bonds fall on hawkish Fed and government shutdown fears
- Fed’s easing path to set tone for markets in 2025
- Gold’s rally should continue in 2025
- Semis and megacaps aren't the only beneficiaries from AI
- At a glance: What you need to know from last week
- Semis and megacaps aren't the only beneficiaries from AI
- Put cash to work as global easing gathers momentum
- Lock in yields as markets await inflation data
- Focus on fundamentals to navigate tech tensions
- Boosting portfolio resilience amid geopolitical uncertainty
- Markets eye payrolls for Fed’s next step
- Equities rise as fundamentals outweigh political turmoil
- How to position in technology amid (geo)political uncertainty
- US equities show few bubble signs amid record highs
- Trump demands BRICS back dominant dollar
- Markets brace for volatility amid potential US chip restrictions
- Stocks hit record high ahead of US inflation data
- Stocks hit record high ahead of US inflation data
- US yields should fall amid policy constraints and Fed cuts
- US yields should fall amid policy constraints and Fed cuts
- NVIDIA results support positive AI growth outlook
- Year Ahead 2025: Roaring 20s: The next stage
- Renewed focus on geopolitics highlights importance of portfolio resilience
- Equities can withstand recent rise in yields
- Look for cash alternatives as interest rates fall further
- US dollar: Stronger for now, but still scope to fall
- Building a resilient portfolio as red sweep reshapes markets
- Markets on inflation watch
- Equities look better supported despite the crypto rally
- Tech volatility may increase as US export controls take shape
- Fed cuts interest rates as global easing cycle continues
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Bringing our CIO views directly to you
Bringing our CIO views directly to you
Our Chief Investment Office leadership team analyzes investment opportunities and market risks around the world, so you can pursue what matters to you with confidence. Â
