In volatility, stay steady.

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

Let's talk

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

Connect with us

More views from our CIO

Potential policy pivot

2 Dec 2025

Could year 2 of Trump 2.0 bring a pivot in economic policies? Yes, at the margin, but they are still likely to have a nominal growth bias that's supportive for risk assets, especially equities.

Read the report

Supreme Court decides fate of IEEPA tariffs

31 Oct 2025

The US Supreme Court will issue a decision, most likely this year, in the challenge to a significant share of the administration's tariffs. We review the other tariff authorities the administration has at its disposal and the implications for the federal budget outlook and financial markets if the court rules that the tariffs are illegal.

Read the report