28 Aug 2026

House View Daily | Markets look to Jackson Hole

Investors are looking to Fed Chair Kevin Warsh’s Jackson Hole speech for clues on the path of interest rates. But sticky inflation, geopolitical risks, and strong AI investment could keep policy uncertainty elevated.

27 Aug 2026

House View Daily | Bond markets are repricing more than inflation

This week's pullback in longer-term interest rates looks more like a pause than a reset. Behind the move sits a deeper shift in how investors price growth, policy uncertainty, and government debt.

26 Aug 2026

House View Daily | AI fundamentals remain intact despite tech volatility

As investors look to NVIDIA’s earnings later today, we see supportive AI fundamentals across demand, monetization, and earnings trends. We continue to favor a selective, diversified allocation focused on AI enablers and defensive technology segments.

26 Aug 2026

CIO Live Global | Still room to run?

Markets have continued to climb higher, supported by strong corporate earnings, robust AI-related investment, and expectations that inflation can ease gradually. But the outlook is not dependent on one factor alone. The durability of AI capex, evidence of monetization, the breadth of earnings growth, and the path of inflation and monetary policy will all be important in determining whether the constructive backdrop can continue. To discuss the latest market developments and portfolio implications, Kiran Ganesh, Global Head of Investment Communications, will be joined by Frederick Mellors, Head Fixed Income GAA, Rolf Ganter, Head CIO Equities Europe, and Andrew Dubinsky, US Senior Economist. Together, they will examine the key forces shaping markets into year-end, the scenarios that could support or challenge further upside, and how investors can position portfolios to participate in opportunities while remaining resilient across a range of outcomes.

25 Aug 2026

House View Daily | Diversify beyond the US dollar

Renewed concerns about US government finances are adding pressure to the dollar. Gold, broad commodities, and select global currencies can help investors diversify dollar exposure and build more resilient portfolios.