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: 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.

US Federal Reserve building

Trump 2.0 Executive Order Tracker

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

CIO Alert | Trade war: Risk-off mood returns to markets

The recent rebound in equities went into reverse on Wednesday, with sentiment hit by worsening US-China trade relations and comment from the Fed chair that higher tariffs could make it harder to cut rates. Investors should use elevated volatility to diversify and strengthen portfolios for the future.

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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