As global events continue to influence markets, uncertainty and volatility could persist. In times like these you need crafted insights from a trusted partner to help you achieve your investment goals.

Our Chief Investment Office experts are closely tracking the latest market developments from 12 key financial hubs around the globe. Their insights can help you assess the impact on your investments, portfolio, or broader strategy. So you can navigate the future, whatever the conditions.

Stay on top of the latest market developments with our leading CIO insights

 

Position your portfolio for ongoing uncertainty and market volatility under Trump 2.0

 

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With market uncertainty set to continue, now’s the right time for a conversation with a UBS client advisor

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How do current economic trends affect your wealth and how you manage it? Keep up to date with the UBS Chief Investment Office.
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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.
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CIO Alert  |  Ceasefire: Our investment perspectives

8 Apr 2026

The US, Israel, and Iran have agreed to a two-week ceasefire, with Iran agreeing to open the Strait of Hormuz during this period. This is clearly a positive development and could presage a sustainable end to the conflict. At the same time, with various issues unresolved, investors should be mindful of potential risks. We believe investors should position for medium-term equity upside while diversifying portfolios with quality bonds, gold, and broad commodities.

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Globe on table

CIO Alert  |  US-Iran escalation adds to geopolitical risks

1 Mar 2026

The simmering US-Iran conflict escalated this weekend with the start of joint US and Israeli airstrikes across Iran, which prompted Iranian retaliation. Our base case remains that there will be only a brief disruption to the global supply of energy. Markets may be volatile over the coming weeks but would likely thereafter start to refocus on positive global economic fundamentals.

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Supreme Court rules IEEPA tariffs illegal

20 Feb 2026

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CIO Alert  |  Markets fall amid Greenland tensions

20 Jan 2026

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DoJ investigation adds uncertainty to Fed leadership transition

12 Jan 2026

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