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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.

CIO Alert | Trade war: Our latest views

03 Apr 2025

Markets have been digesting the impact of one of the biggest changes in US economic policy in a generation. In the near term we think the direction for effective tariff rates could be higher still, but over a three- to six-month horizon, in our base case we do think that the effective tariff rate will start to gradually reduce.

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Trump's tariffs: Assessing the impact on individual countries

03 Apr 2025

In assessing the tariff impact on individual countries, it is important to consider the difference between the “headline” tariff rates and the “effective” tariff rates, once we account for exemptions. We also need to consider existing tariff rates, on top of which the 2 April tariffs are generally “stacked”.

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Why we're not worried—and you shouldn't be either

03 Apr 2025

It's never easy to go through a market sell-off. We offer three reasons to be confident and calm, even during market drawdowns.

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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.