Professional Wealth Management

Americas

Navigating the trade policy ‘air pocket’

Navigating the trade policy ‘air pocket’

By Olga Bitel

Market volatility created by US trade policy is unlikely to go away, so investors need to take a global view of markets, keeping an eye on emerging stories incl...
Why Trump’s tariffs fail to ‘Bend it like Beckham’

Why Trump’s tariffs fail to ‘Bend it like Beckham’

By Malik S Sarwar

Diversification across regions and megatrends — including clean energy transition, wealth transfer and AI — remains critical for wealthy investors during uncert...
US market turmoil opens door for European outperformance

US market turmoil opens door for European outperformance

By Beat Wittmann

The end of the post-war political, economic and security consensus has major consequences for business models and asset allocations....

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April 11, 2025

America is being ‘ripped off’: busting the myth

By Nigel Green

Tariffs are a weapon promoted by Donald Trump, able to cause chaos in both markets and trade relationships, but are they really a sign of American weakness rath...
AmericasOPINION
April 7, 2025

Will Trump hasten the end of US dollar’s Golden Age?

By Benjamin Dubois

Weakening US fundamentals and improved investor sentiment in Europe, combined with President Trump’s trade war, have led to questions being asked about the doll...
March 3, 2025

Geopolitical storm leaves richly priced US assets at risk

By Beat Wittmann

As Europe is confronted with the hostile stances of presidents Donald Trump and Vladimir Putin, it may be time to re-address portfolio allocation biases....
February 28, 2025

All eyes on US as digital era dawns

By Kian Sarreshteh

With a new administration in the White House, the financial services sector in the US is entering a transformative stage, tempered by concerns about the preside...
January 30, 2025

Chinese tech strikes back amid tensions with US

By Ali Al-Enazi

As the high-tech stand-off between China and the US continues, start-ups in Shanghai, Hangzhou and the Pearl River Delta are once more coming into their own....
EuropeOPINION
January 29, 2025

Expensive US stocks give Europe a sporting chance

By Paul Jackson

European, Japanese and emerging market stocks can all prove attractive for allocators currently weighted towards an over-invested and inflation-prone US economy...