Find out more about:

  • 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 House View: the impact of current economic trends on asset allocation based on our assessment of the global economy and financial markets.
  • Economics. Without jargon. Daily insights on a wide range of topics from Paul Donovan, our Global Chief Economist.
  • Private markets: understanding Private Markets and how they can be integrated into a portfolio..
  • Art collecting: expert insights into the development and management of an art collection.
  • DE&I: about the importance and commercial relevance of Diversity, Equality and Inclusion.

 

Let's talk

Together, we can help you get the right insights.

Stay up to date with all things UBS Global Wealth Management

Investing under Trump 2.0

White House, Washington

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

22 Apr 2025

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.

Read the report
Architectural model on construction site

How is President Trump affecting sustainability?

22 Apr 2025

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.

Read the report
Cargo container ship

CIO Alert: Markets fret over Fed independence

21 Apr 2025

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.

Read the report