Insights

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With 24-hour coverage of major asset classes from 12 key financial hubs around the globe, our Chief Investment Office experts identify the latest investment opportunities and market risks for you. Get fresh perspectives on the topics that matter most to you and your investment goals.

Global Investment Returns Yearbook 2025

With 125 years of data, the UBS Global Investment Returns Yearbook 2025 provides the historical evidence and perspective needed to underpin future investment strategy. Discover how the first quarter of the 21st century’s market performance compares with that of the 20th century.

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.

More Trump 2.0 insights

CIO Alert | Trump tariffs: Our view for investors

02 Apr 2025

Equity futures sold off as President Trump announced a major increase in tariffs on imports into the US. While we expect US equities to end the year higher, in the near term, US consensus earnings and economic forecasts are likely to be downgraded, a tit-for-tat escalation in tariffs is possible, and equity market volatility will remain elevated. Structured solutions, quality bonds, gold, and alternatives can help diversify portfolios.

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Preview of 2 April tariffs

31 Mar 2025

The US administration is poised to announce a new round of “reciprocal” tariffs on 2 April after imposing a range of tariffs on China, Mexico, and Canada, a separate set of tariffs on steel, aluminum, and derivative products, and newly announced levies on autos and auto parts.

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How is President Trump affecting sustainability?

31 Mar 2025

While the Trump administration's policies may weigh on some areas of the sustainable investing universe, opportunities with strong commercial economics still exist.

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House View

How do current economic trends affect your wealth and how you manage it? Keep up to date with the UBS Chief Investment Office House View’s regular independent financial research.

More views from our CIO

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Paul Donovan: economics without jargon

Daily independent financial research from Global Chief Economist Paul Donovan, who believes passionately that economics is something everyone can and should understand.

More from Paul Donovan
I tend to think of myself as a political economist, not a mathematical economist. Diversity, inflation, education, trade, inequality, sustainability and social change are some of the topics I am very enthusiastic about.

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Our Chief Investment Office leadership team works with investment specialists across key financial hubs worldwide to identify the latest investment opportunities and market risks which can help you achieve your financial goals.
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Everyone has a unique set of preferences and behavioral characteristics, which can mean that even identical investment portfolios result in very different experiences for different individuals.