House View Q1 2025: Fresh thinking

We focus on Donald Trump’s return to the White House as a game-changer for the US economy and markets. Fresh thinking and broader diversification are advisable as economies diverge in growth, inflation and interest rates.

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Navigating Rates

Gold: a glittering future?

The dynamics of the gold market are changing. The factors that have historically supported the yellow metal are fading as a new set of influences emerges. What hasn’t changed, in our view, is the strategic value that gold can bring to portfolios.

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by Jingjing Chai , Hartwig Kos , Frederik Fischer | 22/01/2025

Embracing Disruption

Trump 2.0: Making America Healthy Again?

President-elect Donald Trump’s nomination of Robert F. Kennedy Jr. to head up the US Department of Health and Human Services has certainly raised some eyebrows and the Senate confirmation process may face hurdles.

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by Virginie Maisonneuve , Yiyi Jiang | 15/01/2025

House View Q1 2025: Fresh thinking

We focus on Donald Trump’s return to the White House as a game-changer for the US economy and markets. Fresh thinking and broader diversification are advisable as economies diverge in growth, inflation and interest rates.

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09/01/2025

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