Multimedia features

CIO thought leaders explain our House View and market outlook through podcasts, videos, and live-streamed conversations.


Highlights from the latest US House View live discussion

Our Chief Investment Office in the US discussed the most important investment-related topics for US investors, including expectations for the Federal Reserve, an update on US-China trade, and our latest recommended House View positioning.

Next US House View live: 5 September 2019 at 1:00 PM ET

Dial in: +1-877-200 4456
(Intl: +1-785-424 1743)
Passcode: 46502#

Federal Reserve cuts rates in pursuit of its dual mandate

Guest: Brian Rose, Host: Daniel Cassidy

UBS On-Air: CIO Reaction

Post-FOMC reflections


31 July: The Fed has spoken! Brian Rose, Senior Economist Americas, from the UBS Chief Investment Office, breaks down for us the outcome of the highly anticipated July Fed meeting. Brian touches on the Fed statement, Fed Chair Jerome Powell's press conference, the market response and more. Host: Daniel Cassidy

00:00 00:00


Unchartered territory

The US economy reached its 10th anniversary in July, making this the longest expansion in US history, and there is now some concern that a recession can't be far away. These concerns are only reinforced by the recent slowing of growth. But as we've pointed out repeatedly, recessions are not "temporal events" determined by a clock or calendar, they are instead "conditional events." So the good news is that cycles don’t die of old age – the even better news is that the US economy appears to be headed for an extended soft-landing.

Stay up to date

Subscribe to the latest investment news.


Be prepared: Plan, protect, grow

To be prepared for the road ahead, it’s critical for investors to think about having a plan, protecting the downside, and looking for growth opportunities. We present the Plan, Protect and Grow framework.

Take a deep dive through more of our research

Recommended reading

  • 18 Jul 2019 Our preferences

    Guidance on asset allocation based on our current assessment of the global economy and financial markets. More

  • 12 Aug 2019 Regional views

    US-China trade drama, the effects of global monetary trends on the UK, and more weekly insights from around the globe. More

  • 12 Aug 2019 Key messages

    Our main takeaways from the last week, plus investment considerations and economic events in the week ahead. More