UBS Chief Investment Office

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Investing under Trump 2.0

Uncertainty and market volatility could persist as Trump’s policies take shape. But investors can bolster their portfolios by positioning for several enduring trends.

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Our CIO global insights delivered every month

During our monthly live streams, Mark Haefele and other senior CIO experts discuss the latest global themes and answer your questions live.

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Do you have follow-up questions on these topics, or are you looking for deeper insights about our views? Contact your advisor directly to continue the conversation.

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Intelligence to power your investment goals

Private markets, currencies, commodities? Explore our Chief Investment Office’s monthly Messages in Focus for the latest on ways to help add value to your portfolio.

Topical and timely investment insights

Dive into our latest research and insights covering every major region and asset class, powered by the global expertise of our Chief Investment Office.

Bringing our CIO views directly to you

Our Chief Investment Office leadership team analyzes investment opportunities and market risks around the world, so you can pursue what matters to you with confidence.  

Our regularly updated investment outlook

We are locally active and globally connected with one investment view - the UBS House View, offering clear and unified insights to clients around the world.