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.

Global Investment Returns Yearbook 2025

With 125 years of data, the UBS Global Investment Returns Yearbook 2025 provides the historical evidence and perspective needed to underpin future investment strategy. Discover how the first quarter of the 21st century’s market performance compares with that of the 20th century.

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.
More Trump 2.0 insights

CIO Alert | Trade war: Strengthening portfolios in volatile times

10 Apr 2025

In this note we detail why we now see US equities as Attractive, how we believe investors can strengthen and diversify their portfolios during volatile times, and we update our scenario analysis considering the “90-day” pause to tariffs on most countries announced by President Trump on 9 April.

Read the report

CIO Alert | Trade war: Equity markets rebound on tariff pause

09 Apr 2025

US equities rallied by 9.5% on Wednesday after President Trump announced a 90-day pause in the imposition of reciprocal tariffs on most countries. This added to hopes that the US is open to negotiations about a more long-lasting resolution to trade disputes, and overshadowed a further rise in tariffs on China.

Read the report

Trade war: the economic consequences

08 Apr 2025

Paul Donovan, Chief Economist, Global Wealth Management, and Kiran Ganesh, Global Head of Investment Communications, discuss current financial markets and economic policy regarding tariffs, and how they will evolve in the upcoming months.

Watch the video
More Trump 2.0 insights

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.
More views from our CIO

Daily

More views from our CIO

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.
More from Paul Donovan
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.

Daily

Weekly

More from Paul Donovan

Let's talk

From planning your finances to providing individual solutions, we focus on helping you get more out of life and your wealth.

Meet the experts
Our Chief Investment Office leadership team works with investment specialists across key financial hubs worldwide to identify the latest investment opportunities and market risks which can help you achieve your financial goals.
Our investment philosophy
Everyone has a unique set of preferences and behavioral characteristics, which can mean that even identical investment portfolios result in very different experiences for different individuals.