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  • 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.
  • CIO House View: 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.

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Investing under Trump 2.0

US dollar currency

Currency markets: Tariff uncertainty is here to stay

Recent US trade deals, with no retaliatory measures on US exports, have provided underlying support for the USD. Nevertheless, we believe cyclical and structural factors still point to a weaker USD into 2026.

View of city

US tariffs on Swiss exports: No immediate pressure for SNB rate cuts

US tariffs on Swiss exports do not justify an SNB rate cut at this stage, in our view.

No deal, but trade talks likely to continue

US drug pricing: MFN Letters sent to Pharmaceutical Companies

Trump unveils new tariffs

CIO House View

Market News

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