CIO Lens: Bubbles, brooding and balance
CIO Lens
AI-driven optimism keeps markets buoyant, but stretched valuations and lingering global uncertainty remind investors to stay vigilant.
Carlos Mejia
Chief Investment Officer (Member of the Executive Committee)
Read more from Carlos
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CIO Lens: The silent allocator
CIO Lens
The US dollar may not appear on our asset allocation chart, yet it plays a powerful role in shaping portfolio outcomes.
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CIO Lens: 7 August - Reciprocal tariff day
CIO Lens
The US ends its Liberation Day pause with new import tariffs on trading partners.
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CIO Lens: When the world moves fast, stay grounded
CIO Lens
Markets have remained relatively calm despite the recent escalation in geopolitical tensions between Israel and Iran.
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Pause for breath
CIO Lens
On the afternoon of Wednesday, April 9, President Trump announced a 90-day pause on reciprocal tariffs for countries not engaging in retaliatory measures, along with the temporary implementation of a 10% “baseline” tariff applied broadly.
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Staying the course
CIO Lens
Global stock markets have responded vigorously to the latest tariff rhetoric from the US administration, and increasingly the response from trade partners.