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As we enter 2025, we look at key developments that will shape the next stage of this decade, including US political change, economic stimulus in China, geopolitical developments, and falling interest rates, as well as longer-term opportunities in transformative innovation.

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Our Chief Investment Office team of investment specialists works across key financial hubs worldwide and around the clock to identify the latest investment opportunities and market risks which can help you achieve your financial goals.

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US Election Watch: How should investors in the US and around the world ready themselves for what comes next following the close of the US polls? Get our Chief Investment Office's post-election insights and attend our virtual events to learn more.
CIO House View: the impact of current economic trends on asset allocation based on our assessment of the global economy and financial markets.
Economics. Without jargon. Daily insights on a wide range of topics from Paul Donovan, our Global Chief Economist.

Meet our GWM Chief Economist, Paul Donovan

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I am the Chief Economist of UBS Global Wealth Management. I believe passionately that economics is something everyone can and should understand. We all make economic decisions all of the time. The problem is that economists tend to wrap economics in jargon and equations. We do not need to do that. It is my job to help people realise what they probably already know – by developing and explaining the UBS economic view in a clear way. To do this, I publish research (most of which you can find here), make short videos, and appear in various print and broadcast media.

I tend to think of myself as a political economist, not a mathematical economist. I get very excited about lots of things in economics. Diversity, inflation, education, trade, inequality, sustainability and social change are some of the topics I am very enthusiastic about (to the point of writing books about them).

I joined UBS back in 1992 as an intern economist working in our investment bank. Decades later, I am still working as an economist at UBS. That probably says something about me, being an economist, working for UBS, or all three. As Chief Economist I sit on the Global Investment Committee. I am a UBS Opinion Leader, a member of UBS Pride, and (no doubt to the astonishment of my former art teacher at school) a member of the UBS Art Board. I am also part of the UBS Nobel Perspectives program, and a supporter of the UBS Women in Economics program.

I have an MA in Philosophy, Politics and Economics from Oxford University and an MSc in Financial Economics from the University of London. I am also an Honorary Fellow of St Anne’s College, Oxford and sit on their investment committee and development board. In my spare time, I am an amateur heavyweight boxer (prepared to defend my forecasts in the ring), a keen if very definitely amateur skier and a small scale farmer with apples, pears, and sheep.