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.

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

Nannette Hechler-Fayd’herbe discusses the Fed’s challenges, Trump’s potential impact on inflation, and why fixed income is outperforming equities in an interview with El Economista.

Michael Strobaek, our Global CIO Private Bank, expects a clear signal from the American monetary authorities next week. From now on, its focus is on employment.

Samy Chaar, our Chief Economist, argues in favour of the dollar and financially strong SMEs -– and warns against a trade war with China.

What should investors make of the race for the White House? Will we see a divided or united Congress? We explore scenarios and implications for US Treasuries, equities, and the dollar. 

In July 2024, financial markets faced rising geopolitical risks. Here are the three key charts to consider this month to help investors navigate this uncertain period.