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Fresh perspectives on the topics that matter most to you

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.

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.
  • Exclusive events: Be in the know with our latest thought-leadership events in Asia Pacific.

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Investing under Trump 2.0

Market volatility reignited by auto tariffs

27 Mar 2025

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.

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How is President Trump affecting sustainability?

24 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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UBS Trending: Will tariffs reshape the US economy?

17 Mar 2025

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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