Featured research

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UBS Global Entrepreneur Report 2026

Gain insights from some of the world’s most influential business leaders

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250 years of US innovation E pluribus unum

From many innovations came one global economic engine: the internet. Learn how it continues to reshape trade, productivity and economic integration.

Read the latest report
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UBS Trends in philanthropy 2026

How family offices are shaping philanthropy, impact and wealth

See key trends

See what these insights mean for your own portfolio

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Insights for your entire financial life

Articles and reports delivering financial guidance for life’s most important stages

Wealth planning and advice

Wealth planning and advice

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Markets and economy

Markets & economy

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Ultra-high net worth investors

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Specialized investor research

Sports & Entertainment A creative shift

If you’re in a creative industry like film, TV, art and music, get ready for the range of possibilities AI is creating. And see how see how to protect your work, wealth and legacy.

Download the reportpdf, 5 MB

Sports & Entertainment The NIL playbook

The door is open for young athletes like you to capitalize on one of your most valuable assets: your “Name, Image and Likeness.” Discover the 5 key steps.

Read the white paperpdf, 7 MB

Advanced planning Estate planning and cognitive aging

As you age, you may be more vulnerable to fraud such as identity theft, fake investments and other intimidation. See how to protect yourself and your wealth.

Download the reportpdf, 2 MB

Women and finances Wealth and the single women

Many single women enjoy having financial control but are less confident about their financial future than single men. See how tailored financial advice can help.

Download the reportpdf, 1 MB

Multicultural investors Invest to advance

See how high net worth Black, Asian and Hispanic or Latino investors have charted successful paths to wealth, and discover their continued paths to success.

Explore the findingspdf, 12 MB

Family Office Family advisory compass

Get insights, guidelines and specific examples that can help wealthy families position themselves for success over generations.

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Timely market commentary

Watch UBS Trending weekdays at 9:30 a.m., ET. for conversations with market experts, analysts and influencers.

UBS podcasts

Stay in the know with our latest analysis on the markets, economy, trends and politics.

UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

01 Apr 2026

UBS On-Air: Paul Donovan Daily Audio 'I want to believe'

The declining number of market traders old enough to remember “The X Files” are muttering “I want to believe”. Markets want to hear good news about the Gulf war; trading negative risks would be very difficult. US President Trump is to speak tonight. This may or may not be useful, depending on whether Trump stays on script. Trump did indicate the US could retreat from the Gulf without a deal with Iran—that shortens the expected war timeline, as requiring a deal would first require direct negotiations, which do not appear to be happening.

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31 Mar 2026

CIO Fixed Income Roundtable Podcast Series - 1Q26 update and outlook

Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, Sudip Mukherjee, Senior Municipal Strategist Americas, along with Senior Fixed Income Strategists’ Barry McAlinden, Frank Sileo, & Letty Zemaitis, from the UBS Chief Investment Office.

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31 Mar 2026

UBS On-Air: Paul Donovan Daily Audio 'Tariffing Hormuz traffic?'

The Wall Street Journal reports US President Trump is considering a retreat from the Gulf without establishing control of the Strait of Hormuz. Investors, temperamentally inclined to look on the bright side, are focusing on the retreat and not the fact that an Iranian Hormuz toll would act a bit like US tariffs.

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03:08

30 Mar 2026

How electrification and AI are reshaping global energy markets with Natalie Adomait (Brookfield)

Natalie Adomait is a Managing Partner and Chief Operating Officer in Brookfield's Energy Group. We discuss what’s happening in the energy market globally and the forces driving demand, along with an outlook for renewable energy, and how the energy sector is being shaped by artificial intelligence. Recorded on 26 February 2026 Host: Daniel Cassidy

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30 Mar 2026

Top of the Morning: CIO Strategy Snapshot - Shifting concerns

Last week brought reprieves to US military strikes on Iranian power facilities, but not much in the way of credible ceasefire negotiations in the US-Iran conflict. That means uncertainty persists as investors await for signs of either escalation in the conflict or de-escalation. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, drops by to provide some clarity and guidance around portfolio positioning. Host Daniel Cassidy

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UBS On-Air: In the Now

UBS On-Air: In the Now

Client Strategy Office

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

23 Jan 2026

Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown

Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a partial shutdown of the U.S. government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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12 Dec 2025

Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy

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10:27

02 Dec 2025

Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda

Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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10:59

06 Nov 2025

Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown

Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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15 Oct 2025

Washington Weekly Podcast: Government shutdown update, US-China trade talks

Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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UBS On-Air: Conversations

UBS On-Air: Conversations

Client Strategy Office

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

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23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

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21 Jan 2026

Top of the Morning: 2026 Roth catch-up explained

Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they’ll be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what’s changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head UBS Wealth Way Strategy & Solutions. Host: Daniel Cassidy

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11 Dec 2025

Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer

In this episode of the Family Office Solutions Podcast, host Mark Tepsich, a family office design and governance strategist, speaks with Rishi Bali, founder and CEO of OPCO.AI. The discussion focuses on how family offices can modernize their operating core without replacing existing systems. Rishi explains how an intelligence layer can unify fragmented platforms, operationalize investment policy statements (IPS) in real time, and reduce key-person risk. He also shares his background and the journey that led to creating OPCO.AI, offering insights into innovation and strategic partnerships for family offices navigating complexity.

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UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

Client Strategy Office

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

25 Mar 2026

Brecha en salud: ¿oportunidad de inversión desperdiciada?

En este episodio de LatAm Access, Gabriela Soní y Laura Assis analizan la brecha en salud de las mujeres, su impacto económico global y las oportunidades de inversión que el mercado aún no está capturando.

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09:23

18 Mar 2026

Mercados en Breve: ¿cómo reaccionar ante un shock geopolítico

En este episodio de Mercados en Breve, exploramos cómo los conflictos geopolíticos influyen en los mercados y qué pueden esperar los inversionistas en estos escenarios.

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03:37

12 Mar 2026

Inversión estratégica: ¿dónde posicionarse para el crecimiento de mañana?

En este episodio de UBS LatAm Access, Alejo Czerwonko y Alberto Rojas exploran los TRIOs: inteligencia artificial, energía y longevidad, tres fuerzas que están reconfigurando la economía y las oportunidades de inversión.

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05 Mar 2026

Mercados en breve: ¿puede el dólar dejar de ser la moneda de reserva global?

En este episodio de Mercados en Breve damos nuestra visión sobre la desdolarización y el futuro del dólar en el sistema financiero internacional.

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05:45

26 Feb 2026

Visión UBS próximos meses: ¿Cómo invertir en un mundo cambiante?

En este episodio, Alejo Czerwonko y Alberto Rojas presentan la House View de UBS: acciones globales, oportunidades en emergentes, renta fija y el rol de los metales en un entorno volátil.

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UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

Client Strategy Office

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

17 Mar 2026

Conflito no Irã: o que está em jogo para os mercados

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, falaram sobre a guerra no Irã, as consequências para o mercado, e o que esperar dos próximos movimentos do conflito.

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29:10

17 Mar 2026

ElectionWatch 2026: O Caminho até 2026: Eleições, Economia e Mercado

Como parte do ElectionWatch 2026, iniciamos a cobertura das eleições brasileiras com Solange Srour, Head of Macroeconomics no UBS Global Wealth Management, e Débora Nogueira, Senior Economist do UBS Global Wealth Management, que analisam os principais desafios do próximo governo, o cenário fiscal e a corrida eleitoral.

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32:37

27 Feb 2026

O que esperar dos mercados em 2026? Visão Global e Brasil

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, apresentam suas perspectivas para 2026, com foco no mercado acionário global, na reponderação entre Estados Unidos e outros mercados e nas mudanças estruturais dentro do setor de tecnologia. O episódio também traz uma análise do cenário brasileiro, destacando as preferências entre classes de ativos, com ênfase em ações e renda fixa.

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35:41

15 Jan 2026

Recap 2025: Empresas, Mercados e o Impulso da Inteligência Artificial

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, abordaram a performance dos mercados e das empresas em 2025, o protagonismo da Inteligência Artificial, e o desempenho dos mercados globais.

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45:25

28 Nov 2025

Navegando mercados: o que já se pode esperar de 2026

Em nosso podcast de novembro, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, conversam sobre a bolsa americana, o impacto da queda de juros no mercado americano para os emergentes em geral, as perspectivas para o Brasil e o potencial de queda de juros no país em 2026.

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30:56

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Expiration: 2/12/2026 Review Code: IS4238814