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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Container cargo ship at pier

CIO Alert: Trade tensions ease further with US-EU deal

27 Jul 2025

The US and EU have reached an agreement to cap tariffs on most EU exports to the US at 15%, averting the threatened 30% rate.

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copper

Copper tariffs coming down to the wire

25 Jul 2025

We consider the outlook for copper and the potential for increased US smelting and refining capacity amid sustained high US copper tariffs.

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Applying tariffs

25 Jul 2025

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House View Monthly Letter: Quiet...too quiet

24 Jul 2025

Trump’s Japan deal points to improving trade clarity

23 Jul 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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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.