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.

CIO Alert: US stocks rebound on hopes over trade and earnings

US equities rallied on Tuesday as positive signals from the White House on trade talks and earnings optimism lifted sentiment. While volatility will likely continue until there’s more clarity on tariffs, we expect US equities to finish the year higher and continue to see gold, quality bonds, and hedge funds as attractive means of managing near-term market swings.

How is President Trump affecting sustainability?

While some sustainability-related policies may be rolled back, we do not anticipate wholesale changes, and we continue to see attractive growth opportunities in the sustainable investing field.

CIO Alert: Markets fret over Fed independence

Stocks, longer-duration bonds, and the US dollar fell, after President Trump’s criticism of Fed Chair Powell contributed to fears over Fed independence. While we see medium-term upside for both stocks and bonds, investors should prepare for a volatile path ahead.

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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