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  • Investing under Trump 2.0: Uncertainty and market volatility could persist as Trump鈥檚 policies take shape. But investors can bolster their portfolios by positioning for several enduring trends.
  • CIO House View:聽the impact of current economic trends on asset allocation based on our assessment of the global economy and financial markets.
  • Economics. Without jargon. Daily insights on a wide range of topics from Paul Donovan, our Global Chief Economist.
  • Private markets: understanding Private Markets and how they can be integrated into a portfolio..
  • Art collecting: expert insights into the development and management of an art collection.
  • DE&I: about the importance and commercial relevance of Diversity, Equality and Inclusion.

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Investing under Trump 2.0

The first 100 days:聽Trump 2.0,聽tariffs, and the road ahead

In this edition of POTUS 47, 鈥淭he first 100 days,鈥 we offer our perspective on a range of policy developments and advice for how to manage the elevated volatility that will likely persist throughout much of this administration. We also present ideas to harness structural and tactical opportunities that exist today because of the rise in volatility.

How is President Trump affecting sustainability?

While some sustainability-related policies may be rolled back, we do not anticipate wholesale changes, and we continue to see attractive growth opportunities in the sustainable investing field.

CIO Alert:聽Rate cut and tariff optimism boosts stocks

US stocks recouped more of their recent losses on Thursday amid renewed expectations of a resumption of Fed rate cuts, hopes of tariff de-escalation, and positive earnings results. While volatility will likely persist, we view US equities as Attractive, with a year-end S&P 500 target of 5,800.

CIO House View

Economics. Without jargon

Private Markets

Art collecting

 Collector and artist discussing paintings in gallery

Art collecting

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