Insights

Make informed decisions with our leading, independent research.

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.

yeah coverimage

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.

Will the Trump 2.0 economic ideology be more MAGA or DOGE?

The end of the election campaign hasn’t spelled the end of policy uncertainty. See how two potential economic ideologies affect our general investment view.

Taxes, spending, debt, and deficits under Trump 2.0

America’s fiscal health is in focus as President-elect Trump begins a second term. Find out what we expect for fiscal policy and US debt sustainability.

What could Trump 2.0 mean for global trade?

We expect a more assertive, transactional, and isolationist approach to US trade policy. See what this means and explore three potential tariff scenarios.

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.

Daily

Weekly

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.

Daily

Weekly

Let's talk

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