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.

Global risk radar: Reciprocal tariffs by the numbers

13 May 2025

We provide an update on our outlook for US tariffs following the announcement of a 90-day pause of US reciprocal tariffs on China.

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CIO Alert | US equities rally on US-China love: Downgrading US to Neutral

12 May 2025

US stocks rallied after the US and China agreed to a 90-day tariff reduction and agreed that "neither side wants to decouple.” This supports our core view of staying invested in risk assets. At the same time, with the S&P 500 now trading above the levels prevailing when President Trump imposed “Liberation Day” tariffs, we believe the risk-reward in US equities is now more balanced and downgrade to Neutral.

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How is President Trump affecting sustainability?

12 May 2025

While some sustainability-related policies may be rolled back, we do not anticipate wholesale changes, and we continue to see attractive growth opportunities in the sustainable investing field.

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More views from our CIO

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.