Please note: this article is more than one year old. The views of our CIO team may have changed since it was published, and the data on which it was based may have been revised.
Click here to activate this content.
Follow the link below for further insights from our Chief Investment Office, including our latest quarterly outlook.
PERSPECTIVES Special
China unveiled several stimulus measures on May 7 and it was confirmed that the U.S. and China would hold official tariff negotiations this week. In this PERSPECTIVES Special, we look at the impact of these events on Chinese equities.
May 06, 2025
CIO Podcast
Markets have been in a period of relative calm since the significant moves that followed ‘Liberation Day’, but "I'd be a brave man to predict no volatility", says Markus Müller, the Private Bank's CIO for sustainability. "I do hope the worst is over for now, at least until we approach the end of the 90-day pause at the end of July", Markus says, noting that markets will be looking for progress on trade deals in the meantime.
May 05, 2025
PERSPECTIVES Special
The first 100 days of the President Trump’s second presidency has clearly pointed to an ‘America First’ agenda. We take a closer look at portfolio impact and what this means for investors globally in this PERSPECTIVES Special.
May 01, 2025
PERSPECTIVES Special
In this CIO Special, we look at four possible investment areas and consider their merits.
Apr 29, 2025
PERSPECTIVES Special
U.S. trade and tariff policies and their lack of predictability have caused significant price fluctuations in all areas of the financial markets. Browse this page for more details.
Apr 17, 2025
PERSPECTIVES Memo
On Wednesday, President Trump announced his decision to put a 90-day pause on reciprocal tariffs on all countries except China. The reciprocal tariffs, which were announced a week prior, were set to take effect on April 9th and targeted a broad range of trading partners.
Apr 10, 2025
See more