Find out more about:

  • 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.

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Investing under Trump 2.0

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India to face 25% tariffs and penalties on US exports

Effective 1 August, India exports to the US would face a 25% tariff along with a penalty. We do not expect this to be a final decision and remain hopeful of an eventual trade deal.

Containers on a port

Brazil: Between trade schisms and solid fundamentals

The US-Brazil dispute may get worse before it gets better, depending on Brazil鈥檚 response as the US proceeds with the threatened tariffs. We expect greater clarity on the bilateral relationship by year-end.

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

Copper tariffs coming down to the wire

Applying tariffs

CIO House View

Economics. Without jargon

Private Markets

Art collecting

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Art collecting

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