Insights

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.

We’ve reduced our overweight position in equities in light of recent tariff policy headwinds – but we still have a positive outlook on earnings and the business cycle. Read our latest CIO update.

Global markets recovered from the tariff turmoil at the start of the month after US President Donald Trump pressed pause.

The latest interest rate decisions and updated economic outlooks from two key central banks show continued uncertainty. But do we need 100% clarity?

Markets are trying to answer a simple question: will the tariffs announced by the US lead to recession? Our analysis suggests it’s unlikely.

A look at how wealth strategies could evolve as interest rates trend downwards.

When interest rates move it’s an important time to review your wealth plans because it’s a moment that presents opportunities as well as the chance to reassess your risk appetite and short-term savings.

Coutts’ investment experts covered why they see ongoing economic growth in the US despite current volatility at a recent client event. They also talked through their investment approach.