Insights

Whether financial markets ever face a downturn again in the future isn’t a matter of ‘if’ but ‘when’. While it’s impossible to predict the exact moment, managing risk in our portfolios in advance of future events is fundamental to our investment philosophy and process. Read our latest CIO update.

New dynamics within global markets are presenting new opportunities for investors. Coutts Head of Asset Allocation Lilian Chovin explains how our investment process is geared towards capturing them.

With rate cuts returning, earnings holding firm and AI investment accelerating, we explore the key forces shaping today’s markets—and what they mean for investors. Read our latest monthly update.

Ahead of the Chancellor’s Budget in November, Coutts Chief Investment Officer Fahad Kamal shares his perspective on the UK market.

Stock markets have recently scaled a series of new heights. This can cause consternation among investors concerned the tide will soon turn, but we still see solid potential for risk assets. Coutts’ Chief Investment Officer Fahad Kamal explains why.

The US central bank cuts interest rates for the first time this year with suggestion of further rate cuts to come.

Balancing liquidity needs with a long-term wealth strategy could give you the flexibility you need for all your ambitions.

The narrowing of corporate and government bond yields raises the question: is the riskier option worth a marginally better yield?

A low bar coming into this earnings season meant the US exceeded expectations due to muted tariff impact and growing demand for artificial intelligence (AI). Read our latest CIO update.

The US central bank is yet to reduce interest rates this year amidst the current rate cutting cycle. But with the future of inflation unknown, could the next interest rate decision leave markets – and the President – unhappy? Read our latest CIO update.

Against a backdrop of strong corporate earnings and anticipated rate cuts, global equities remain attractive. Read our latest monthly update.

What the Bank of England’s decision to cut rates means for markets and investors.

Trade policy uncertainty has lowered the bar coming into this earnings season. But a resilient US economy and ongoing adoption of artificial intelligence (AI) could allow earnings to surprise on the upside.

Unlock insights from Coutts' 2025 mid year investment outlook, covering economic forecasts, asset strategies, and market analysis.

US President Donald Trump extends the deadline for more than a dozen key trading partners. While there may be future headwinds for investors, we believe it is far more sensible to look through the noise and focus on the signals generated from fundamentals such as interest rates, economic growth, and corporate earnings.

How the conflict with Iran could impact markets and how we’re assessing the situation alongside client portfolios. Read our latest CIO update.

Governments across the globe are ramping up their spending, causing yields to rise. But is this becoming a buying opportunity for investors?

We’ve seen the dollar weaken so far this year but extending time horizons identifies that currency movements might not impede equity returns over the long term. Read our latest CIO update.

We’ve decreased our global equities exposure in light of the elevated economic risks associated with the recent tariff turmoil. Read our latest monthly update.

Art adviser Gui Maximino shares the fundamental principles for building a collection that reflects prudence and provenance as well as passion.