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.

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.
stock market reflection

CIO Alert  |  Markets fall amid Greenland tensions

Stocks and bonds fell in tandem on Tuesday, driven by escalating geopolitical tensions over Greenland and concerns over Japanese fiscal policy. We remain mindful of short-term volatility, but we do not currently believe tensions over Greenland warrant altering our positive view on risk assets. Investors should maintain a well-diversified portfolio to mitigate risks and to participate in a broadening rally.

Federal Reserve building

DoJ investigation adds uncertainty to Fed leadership transition

The Federal Reserve announced that the Department of Justice (DoJ) has launched a criminal investigation into Chair Powell’s June 2025 testimony to Congress regarding the Fed’s building renovations. While the investigation adds uncertainty to the timeline of potential leadership changes at the Fed, any adjustments to the policy-making framework are likely to be gradual. We maintain our view that labor market weakness will drive an additional cut in 1Q26.

Trump announces one-year 10% cap on credit card interest rates

Potential policy pivot

Supreme Court decides fate of IEEPA tariffs

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