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Our Chief Investment Office team of investment specialists works across key financial hubs worldwide and around the clock to identify the latest investment opportunities and market risks which can help you achieve your financial goals.

Benefit from our leading CIO insights, and 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.

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Investing under Trump 2.0

Market volatility reignited by auto tariffs

US equities fell on Wednesday, as trade concerns resurfaced ahead of President Trump's 25% auto tariff announcement. Investors should prepare for a wide range of selective tariffs and retaliatory measures that increase volatility but do not derail the economy. We retain a positive outlook on US equities but expect volatility to rise again in the coming weeks.

How is President Trump affecting sustainability?

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

UBS Trending: Will tariffs reshape the US economy?

While headlines focus on tariffs and trade tensions, there is another aspect to the story: reshoring. US companies are now looking to rebuild on American soil. How could this reshape portfolios and potentially redefine America's economy?

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