Perspektiven für Anlegerinnen und Anleger in der Schweiz: Dieser Kanal bietet eine verständliche Einordnung zu aktuellen Markt- und Wirtschaftsentwicklungen sowie zu Anlagethemen und Strategien mit besonderer Relevanz für die Schweiz.
Die House View bietet Ihnen regelmässig die Einschätzungen des UBS Chief Investment Office zu unseren Multi-Asset-Strategien in Bezug auf wirtschaftliche Entwicklungen und Finanzmärkte.
Perspektiven für Anlegerinnen und Anleger in der Schweiz: Dieser Kanal bietet eine verständliche Einordnung zu aktuellen Markt- und Wirtschaftsentwicklungen sowie zu Anlagethemen und Strategien mit besonderer Relevanz für die Schweiz.
UBS On-Air: Paul Donovan Daily Audio 'Inflation fantasies'
US October consumer price inflation is due. The element of guesswork in calculating inflation has risen recently. That is compounded by the absence of data from October 2025 to use in comparison (the legacy of the 2025 government shutdown is still felt). Consumers are likely to perceive inflation as being higher than reported, given the undue importance placed on high-frequency purchases.
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09 Nov 2026
Top of the Morning: CIO Strategy Snapshot - Weeks when decades happen
The expression “there are decades where nothing happens and weeks when decades happen” has often been invoked in recent years, and it could easily apply to last week given the outcome of the US midterm elections. However, it was also a big week in financial markets, albeit for negative reasons, because investors grew increasingly nervous about the AI trade due to concerns about regulatory slowdowns to new data centers. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, weighs in on the recent market movement, what it means for the investment outlook, and how to position your portfolio. Host: Daniel Cassidy
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09 Nov 2026
UBS On-Air: Paul Donovan Daily Audio 'Uncertainty continues'
The weekend has demonstrated that US policy uncertainty is likely to continue. On immigration and Iran there were contradictory signals, and the confusion about the White House press secretary demonstrates a general assumption of few conventional boundaries to the administration’s decisions. This uncertainty matters to expectations about the oil price, and also to firms attempting to take strategic longer term decisions.
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09 Nov 2026
Signal Over Noise: The three math problems AI still needs to solve
The scale of AI investment is raising three critical questions: how quickly revenues can justify the infrastructure build-out, whether those revenues can translate into sustainable profits, and who will ultimately capture them. This episode explores the constraints that could shape AI's growth trajectory, the economics of intelligence, and what the evolving competitive landscape could mean for investors.
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06 Nov 2026
Top of the Morning: Preferred Securities - Performance & positioning
Following CIO’s recent upgrade of the Preferred Securities sector to Attractive, Frank Sileo, Senior Fixed Income Strategist Americas from the UBS Chief Investment Office, joins to explain the positioning rationale against the current rate environment. Host: Daniel Cassidy
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UBS auf Sendung: House View
UBS auf Sendung: House View
Chief Investment Office
Die House View bietet Ihnen regelmässig die Einschätzungen des UBS Chief Investment Office zu unseren Multi-Asset-Strategien in Bezug auf wirtschaftliche Entwicklungen und Finanzmärkte.
House View Daily | Dip buying lifts US stocks after tech sell-off
Stocks have rallied over the past 24 hours as investors bought technology shares following last week’s sharp sell-off, while lower oil prices eased inflation concerns. We view the recent equity declines and the subsequent rebound as consistent with a positioning reset rather than the beginning of the end of the AI investment cycle, although elevated expectations and concentration risks should keep volatility high. Investors should use periods of strength to reduce excessive technology sector exposure and diversify across sectors, regions, and asset classes.
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09 Nov 2026
House View Daily | Using structures to stay invested in stocks while limiting risk of loss
Asian technology stocks have rebounded after last week’s sharp AI-linked sell-off, but the recovery may also offer investors an opportunity to reduce concentrated positions. For investors who remain constructive on equities but are concerned about renewed volatility, certain structured strategies can provide measured participation in further gains while limiting potential losses at maturity.
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06 Nov 2026
House View Daily | Chip rout tests AI investment case
US stocks fell sharply on Thursday, led by semiconductor and AI infrastructure companies, as investors reassessed the implications of the election for data center development. We view the decline as a positioning reset rather than indicative of a lasting downturn in the AI investment cycle and see potential for gains in broad equity indices over the next 6-12 months. At the same time, with further volatility possible, investors should focus on managing concentration risks, rebalancing excessive technology exposure, and building a strong multi-asset core portfolio.
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05 Nov 2026
House View Daily | Gridlock and diplomatic hopes lift US stocks
The S&P 500 rallied on Wednesday as markets digested the Democratic sweep of Congress in the US. The prospect of gridlock reduced the likelihood of radical policy changes, while the clear result eased political uncertainty. Resilient earnings are shifting investors’ focus back to fundamentals, and hopes for US-Iran diplomatic progress have pushed oil prices lower. We think investors should stay invested while diversifying concentrated technology exposure and maintaining hedges against geopolitical risks. Democratic control of Congress may raise political noise and fiscal uncertainty, but investors should avoid repositioning portfolios around the election result alone.
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04 Nov 2026
House View Daily | US midterms: Blue wave ushers in gridlock
Democratic control of Congress may raise political noise and fiscal uncertainty, but investors should avoid repositioning portfolios around the election result alone.
