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.

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.

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Reciprocal tariffs for Europe: No quick fix

12 Mar 2025

What could reciprocal tariffs look like? Despite the claims, the reality is that the existing tariffs on EU-US trade are extremely low. It is hard to get a precise estimate on the number, but the EU believes that the effective tariff rate is around 1%.

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Trump 2.0 Executive Order Tracker

11 Mar 2025

Explore our overview of executive orders, including environmental and social impacts, investment implications, and updates such as relevant lawsuits and pauses.

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How is President Trump affecting sustainability?

10 Mar 2025

While the Trump administration's policies may weigh on some areas of the sustainable investing universe, opportunities with strong commercial economics still exist.

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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.

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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.

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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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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.