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With 24-hour coverage of major asset classes from 12 key financial hubs around the globe, our Chief Investment Office experts identify the latest investment opportunities and market risks for you. Get fresh perspectives on the topics that matter most to you and your investment goals.

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Are you ready for the Year Ahead?

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.

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.

CIO Alert: Trump presses ahead with tariffs

The Trump administration has signed executive orders to impose significant tariffs on imports from Canada, Mexico, and China, starting 4 February, citing national security concerns.

UBS Trending: Post-inauguration recap—what might happen to the markets

Trade wars, tariff threats, and trillion-dollar tax cuts—Trump 2.0’s economic agenda is taking shape. But here’s what markets might be missing: 2025’s economic story could be unlike anything we’ve seen before.

UBS House View Investment Strategy Guide: Prepare for Trump 2.0

We detail our latest tariff scenarios, consider how they may affect our broader investment scenarios for the year ahead, and address the implications for investors.

House View

How do current economic trends affect your wealth and how you manage it? Keep up to date with the UBS Chief Investment Office House View’s regular independent financial research.

Paul Donovan: economics without jargon

Daily independent financial research from Global Chief Economist Paul Donovan, who believes passionately that economics is something everyone can and should understand.

I tend to think of myself as a political economist, not a mathematical economist. Diversity, inflation, education, trade, inequality, sustainability and social change are some of the topics I am very enthusiastic about.

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