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House View Daily | Resilient growth should underpin equity gains
Long-dated Treasury yields have risen to multi-decade highs. But resilient growth, robust earnings, and accelerating AI adoption should help equities…
6 hours ago
House View Daily | Why higher rates can favor hedge funds
Higher interest rates can be a headwind for many investments, but they can also create a more favorable environment for hedge funds. A higher cost of…
1 day, 6 hours ago
House View Daily | AI infrastructure: Strong demand does not remove execution risks
Potential delays at a major US data center have intensified scrutiny of AI infrastructure financing. We don’t see this as a risk to compute demand it…
5 days, 6 hours ago
House View Daily | Higher yields need not derail markets
Strong US activity, higher oil prices, and a weak Treasury auction pushed the 10-year yield above 5.1% and weighed on equities. But we expect less Fe…
6 days, 2 hours ago
House View Daily | Higher yields need not derail markets
Strong US activity, higher oil prices, and a weak Treasury auction pushed the 10-year yield above 5.1% and weighed on equities. But we expect less Fe…
6 days, 2 hours ago
House View Daily | Build resilience through portfolio diversification
Oil prices fell on signs of progress in US-Iran talks, but geopolitical and market risks remain. We expect equities to rise further, although periods…
1 week ago
House View Daily | Consumer agents may power the next phase of the AI trade
The rapid early adoption of Meta’s Muse highlights the potential for consumer AI agents to expand monetization channels. We see rising adoption suppo…
1 week, 1 day ago
House View | Jumpstart
Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Can equi…
1 week, 2 days ago
House View Daily | The case for investing amid rising rates
While elevated oil prices and renewed monetary tightening are testing investor confidence, cash alone is unlikely to deliver the long-term returns ne…
1 week, 5 days ago
House View Daily | How to position in fixed income as Fed hikes rates
The Fed’s hawkish rate hike has led markets to price in more tightening. We believe this repricing creates opportunities in fixed income, but investo…
1 week, 6 days ago