Welcome back

See our latest insights into key issues for you and your wealth.

View all insights

Welcome back

See our latest insights into key issues for you and your wealth.

View all insights

A violent day for risk assets

KATE MOORE
March 12, 2025

Recent market volatility may not yet have run its course. Short duration bonds may have near-term appeal, while high-quality equities may outperform once confidence stabilizes.

Learn more about A violent day for risk assets

What might tariffs mean for growth and markets?

STEVEN WIETING - JOSEPH FIORICA - CHADD CORNILLES - CECILIA CHEN
March 7, 2025

US tariffs are negatively affecting domestic sentiment and US assets. We consider the potential impact on markets.

Learn more about What might tariffs mean for growth and markets?

What role might gold play in portfolios?

VERITY WORSFOLD - RIM OUEIDAT
March 6, 2025

Adding gold-linked investments to an asset allocation has helped mitigate risk over time. But they come with many pitfalls of their own.

Learn more about What role might gold play in portfolios?

Why small can be beautiful in the stock market

VERITY WORSFOLD - ZAC TATE
February 14, 2025

Equities in small companies historically have produced greater returns than those of big companies in the wake of recessions. But this outperformance has come at the cost of higher risks.

Learn more about Why small can be beautiful in the stock market

What drives the price of gold?

PAISAN LIMRATANAMONGKOL
February 13, 2025

The precious metal has risen over two-and-a-half times in price since 2015. But the increase hasn’t always followed traditional patterns.

Learn more about What drives the price of gold?

Global Giving: Generosity and the Economics of Philanthropy

CITI GPS GLOBAL PERSPECTIVES & SOLUTIONS
October 17, 2024

People who are generous with their time and money can make a big impact, helping to shift the dial on global challenges such as education. A new Citi GPS report highlights the latest trends.

Learn more about Global Giving: Generosity and the Economics of Philanthropy

Financial wellness for ultra-high-net-worth women

October 10, 2024

Financial wellness is vital to human wellbeing. Our white paper explores its significance for ultra-high-net-worth individuals, and particularly the women who are leading a revolution in wealth globally.

Learn more about Financial wellness for ultra-high-net-worth women

The case for thematic investing

VERITY WORSFOLD - ZAC TATE
October 1, 2024

Thematic investing has attracted significant inflows of capital in recent years. We consider the potential of building exposure to themes in portfolios.

Learn more about The case for thematic investing

Global Family Office 2024 Survey Insights

FAMILY OFFICE GROUP
September 18, 2024

The 2024 family office survey saw 338 respondents from leading family offices worldwide.

Learn more about Global Family Office 2024 Survey Insights

Shifts in our long-term outlook for returns

PAISAN LIMRATANAMONGKOL
September 2, 2024

Our long-term estimates of equities, fixed income, and other asset class returns play a central role in the long-term investment plans we create for each client. We recently updated these key figures.

Learn more about Shifts in our long-term outlook for returns