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Insights into the economy, markets and investors

Research and analysis to help you make smarter investment decisions

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Insights: Midterm elections UBS Investor Watch 2026

As the US midterm elections approach, investors and business owners are watching closely. While both groups are cautiously optimistic, many seek clarity on how election outcomes could influence markets, business growth and personal wealth.

Read the reports for more midterm insights
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Research: Chief Investment Office Election Watch 2026: Foreign capitals, state capitols

CIO examines international and state-level perspectives on the US midterms—and what the elections could mean for policy and investors.

Explore midterm election insights
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Insights: UBS Optimus Foundation Make more possible

Join us in creating greater impact for vulnerable communities in the US

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See what these insights mean for your own portfolio

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Insights for your entire financial life

Articles and reports delivering financial guidance for life’s most important stages

Wealth planning and advice

Wealth planning and advice

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Markets and economy

Markets & economy

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Ultra-high net worth investors

Wealth planning and advice

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Specialized investor research

Sports & Entertainment A creative shift

If you’re in a creative industry like film, TV, art and music, get ready for the range of possibilities AI is creating. And see how see how to protect your work, wealth and legacy.

Download the reportpdf, 5 MB

Sports & Entertainment The NIL playbook

The door is open for young athletes like you to capitalize on one of your most valuable assets: your “Name, Image and Likeness.” Discover the 5 key steps.

Read the white paperpdf, 7 MB

Advanced planning Estate planning and cognitive aging

As you age, you may be more vulnerable to fraud such as identity theft, fake investments and other intimidation. See how to protect yourself and your wealth.

Download the reportpdf, 2 MB

Women and finances Wealth and the single women

Many single women enjoy having financial control but are less confident about their financial future than single men. See how tailored financial advice can help.

Download the reportpdf, 1 MB

Multicultural investors Invest to advance

See how high net worth Black, Asian and Hispanic or Latino investors have charted successful paths to wealth, and discover their continued paths to success.

Explore the findingspdf, 12 MB

Family Office Family advisory compass

Get insights, guidelines and specific examples that can help wealthy families position themselves for success over generations.

Access the insightspdf, 14 MB

Timely market commentary

Watch UBS Trending weekdays at 9:30 a.m., ET. for conversations with market experts, analysts and influencers.

UBS podcasts

Stay in the know with our latest analysis on the markets, economy, trends and politics.

UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

29 Oct 2026

Top of the Morning: FOMC reflections & US economic update

Following this week’s FOMC policy meeting, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, drops by to share timely reflections and CIO’s outlook for monetary policy. We also touch on the Q3 US GDP print, and take a health-check on the overall US economy ahead of Election Day. Host: Daniel Cassidy

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29 Oct 2026

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 75)

On this week’s episode, Burkhard shares takeaways from a recent visit to the Gulf States and highlights how governance continues to attract investments, technology, connectivity, and more (despite recent geopolitical disruptions). Burkhard then takes us to Europe to outline why a structural investment case exists (though not where you might expect). Plus, a review of factors that support continued strong performance across European markets.

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29 Oct 2026

UBS On-Air: Paul Donovan Daily Audio 'Mundanity upon mundanity'

There were no surprises from the US monetary policy decision. At the press conference, Federal Reserve Chair Warsh signaled a desire to reduce the number of policy meetings in 2027—less policy flexibility at a time of economic and political turmoil is an interesting choice. The way is still open for further rate increases.

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28 Oct 2026

House Call: Talking Equity Markets with UBS Asset Management

A look at what has been driving markets, how the outlook is evolving, and the key opportunities and risks investors should be thinking about looking ahead. Featured are Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team, and Dominic Schagar, Lead Equity Investment Specialist at UBS Asset Management.

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28 Oct 2026

Talking Markets (Powering the AI revolution) with Tyler Rosenlicht (Cohen & Steers)

With global data center power demand expected to rise considerably over the next few decades, we explore the scale of anticipated global demand and the scope of energy resources that will contribute to demand fulfillment. We also touch on investment considerations around this theme, along with the risks to be mindful of. Tyler Rosenlicht is a Portfolio Manager for Global Listed Infrastructure and serves as Head of Natural Resource Equities at Cohen & Steers. Host: Daniel Cassidy

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UBS On-Air: In the Now

UBS On-Air: In the Now

Client Strategy Office

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

29 Oct 2026

House View Daily | AI delivers despite volatility

Accelerating cloud revenue and continued investment indicate that AI demand remains robust. We believe AI remains a key market growth engine, though investors should favor quality and manage concentrated positions.

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28 Oct 2026

House View Daily | Measured Fed tightening should not derail markets

The Fed is likely to tighten policy further in the coming months despite an expected hold today. But we think market pricing remains too hawkish. Investors should maintain diversified equity exposure while adding selectively to quality bonds and gold.

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27 Oct 2026

House View Daily | Diversify beyond the AI rally

The latest tech-led advance reflects continued confidence in AI demand, but high expectations and company-specific risks strengthen the case for looking beyond a narrow group of market leaders. We favor diversified equity exposure that includes Power and resources, Longevity, and opportunities outside the US.

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26 Oct 2026

Jumpstart | Your guide to the week ahead

This week we take a look at whether the Fed will remain patient as energy costs sustain inflation risks. If earnings can support further equity gains beyond the AI trade, and whether European earnings resilience outweigh fiscal and policy risks.

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22 Oct 2026

House View Daily | Build resilience as oil prices climb

Continued attacks in the Middle East have pushed Brent crude above USD 111/bbl, adding to concerns over energy supplies and inflation. But the global energy system’s capacity to adapt, together with portfolio exposure to broad commodities, should help investors manage volatility while staying invested.

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UBS On-Air: Conversations

UBS On-Air: Conversations

Client Strategy Office

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

25 Jun 2026

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

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22 May 2026

2026 Planning Guide podcast

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

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11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

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23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

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UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

Client Strategy Office

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

Ep.21 2026 Cover

28 Oct 2026

US Equities: ¿sigue siendo buen momento para invertir?

El S&P 500 acumula una subida cercana al 130% en los últimos cuatro años, mientras las tasas de interés y las valoraciones generan nuevas inquietudes entre los inversionistas. En este episodio de UBS LatAm Access, Alejo Czerwonko conversa con David Lefkowitz sobre cuánto recorrido le queda al mercado alcista estadounidense, qué factores podrían determinar su evolución y dónde podrían surgir oportunidades de inversión dentro y fuera del sector tecnológico.

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Cover Mercados en Breve

21 Oct 2026

Mercados en Breve: ¿La caída del oro es temporal?

En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué está detrás de la reciente caída del oro, qué factores están influyendo en su precio y qué deberían tener en cuenta los inversionistas ante este escenario.

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Ep.20 2026 Cover

14 Oct 2026

¿La IA está afectando los precios del mercado inmobiliario?

Miami se enfría, Madrid acelera y Nueva York sigue siendo difícil de costear. ¿Qué papel está jugando la inteligencia artificial en estas dinámicas? En este episodio de UBS LatAm Access, Gabriela Soní y Alejo Czerwonko analizan las diferencias entre estos mercados, los riesgos de una posible burbuja inmobiliaria y las perspectivas de inversión en bienes raíces.

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Cover Mercados en Breve

07 Oct 2026

Mercados en Breve: ¿Brasil entra en un nuevo escenario?

La primera vuelta electoral en Brasil fortaleció un escenario que podría resultar favorable para los activos del país. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué podría significar este nuevo panorama para las acciones brasileñas, las tasas de interés locales y el real.

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30 Sep 2026

Más allá de la Fed: ¿qué está pasando en Estados Unidos?

Las tasas vuelven a subir, los rendimientos de los bonos del Tesoro se mantienen en niveles elevados y las cuentas fiscales siguen planteando desafíos. En este episodio de UBS LatAm Access, Alejo Czerwonko y Kurt Reiman analizan qué está detrás de estos movimientos y dónde podrían surgir oportunidades para los inversionistas.

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UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

Client Strategy Office

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

CIO Insights cover

15 Oct 2026

CIO Insights | Pós-primeiro turno e o cenário global: oportunidades além do Brasil

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM analisam o cenário global, e as oportunidades para investimento fora do Brasil após o 1° turno das eleições presidenciais de 2026.

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09 Oct 2026

ElectionWatch Brazil 2026 | Depois da euforia: o que esperar do segundo turno e da economia brasileira em 2027

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Lucas Vilela, Economista Chefe do UBS Evolution, compartilham suas perspectivas para o segundo turno das eleições, e os possíveis desdobramentos para o cenário da economia brasileira em 2027.

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gwm insights

23 Sep 2026

UBS Optimus Brasil | Filantropia estratégica, impacto e transformação social

Neste episódio, Valéria Milani, Diretora Comercial do UBS GWM no Brasil, e Kai Grunauer, Diretor Executivo de Impacto Social e Filantropia para a América Latina no UBS, apresentam a UBS Optimus Brasil e discutem como a filantropia estratégica pode gerar impacto social duradouro. A conversa aborda a trajetória da iniciativa, os critérios para selecionar projetos de alto potencial e exemplos apoiados no Brasil nas áreas de educação, desenvolvimento social e conservação ambiental. Valéria e Kai também mostram como famílias e investidores podem conectar patrimônio, propósito e legado por meio de uma atuação estruturada e orientada a resultados de longo prazo.

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10 Sep 2026

CIO Insights | Eleições, volatilidade e mercados

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM analisam como o cenário político pode impactar as estratégias de investimento a partir de outubro e o que esperar das principais classes de ativos nos próximos meses.

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10 Sep 2026

ElectionWatch Brazil 2026 | O que esperar da reta final para o primeiro turno das eleições

Crise institucional, percepção econômica e cenário geopolítico. Neste episódio, Débora Nogueira, Senior Economist no UBS GWM e Fábio Zambeli, analista político, analisam os principais temas que podem influenciar o eleitor e moldar uma disputa que se desenha cada vez mais acirrada.

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* This terminology refers to definitions in the UBS Sustainable Investing Framework and does not refer or relate to any product specific regulatory labelling regime or naming conventions.

Expiration: February 12, 2026 Review Code: IS4238814