insights.

How will Asia’s assets fare under another Trump administration? We look at the implications for investors.

The prospect of another Trump administration has shifted the investment landscape. We examine the opportunities, and implications for financial assets.

Hosted by Michael Strobaek, Global CIO Private Bank and Samy Chaar, Chief Economist and CIO Switzerland, the live event informed our clients of the immediate impact of the US election outcome on our macroeconomic and investment outlook.

We look ahead to a second Trump presidency and its implications for financial assets and the US economy.

We look at the impact of the UK Budget on growth, inflation, and our views on UK assets.

Are investors focussed enough on political risks? We look at the US elections and the possibility of a contested result, concerns around French debt, and the approaching UK Budget.

Infrastructure is booming. How can investors access solutions that generate returns, have a sustainable impact and diversify portfolios?

Look ahead to our 2025 economic outlook. Presented at our Rethink Perspectives event in Geneva, read more on how investors need to balance economic normalisation and persistent risks to maintain resilient portfolios.