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House View Daily | What matters from today’s Fed decision?
Wednesday may see the Fed kick off a new tightening cycle in the US. For portfolios, the key questions concern earnings resilience, market pricing, a…
2 weeks ago
House View Daily | Frontier 'pacing' calls may not spell an end to AI capex cycle
Stronger safeguards need not derail the AI rally. We still favor diversified exposure across the AI value chain.
2 weeks, 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. Will the…
2 weeks, 2 days ago
House View Daily | Equities should withstand higher yields
Rising oil prices and Treasury yields are testing investor confidence, but equities have remained resilient. We believe solid economic growth, robust…
2 weeks, 5 days ago
House View Daily | Brent tops 100: A milestone, not a turning point
Brent crude rose above USD 100/bbl on Wednesday as geopolitical tensions and tightening physical supplies support prices. But we believe strong earni…
3 weeks ago
House View Daily | Look beyond rates to gold’s long-term support
Gold may face near-term pressure from higher interest rates and a stronger US dollar, but we believe its long-term investment case remains intact. Ro…
3 weeks, 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. Will infl…
3 weeks, 2 days ago
House View Daily | What a more hawkish Fed means for investors
Economic growth has stayed resilient, earnings are strong, and AI-related investment continues to support activity. Against that backdrop, the possib…
3 weeks, 5 days ago
House View Daily | Look beyond tech as AI strength persists
Broadcom’s stronger AI-chip outlook has reinforced confidence that demand for AI infrastructure remains robust. But elevated government bond yields, …
3 weeks, 6 days ago
House View Daily | Higher yields put currency fundamentals to the test
Rising oil prices and shifting central bank expectations have pushed global yields higher, but currency markets are responding selectively. We favor …
4 weeks ago