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.

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.
Globe on table

CIO Alert  |  US-Iran escalation adds to geopolitical risks

The simmering US-Iran conflict escalated this weekend with the start of joint US and Israeli airstrikes across Iran, which prompted Iranian retaliation. Our base case remains that there will be only a brief disruption to the global supply of energy. Markets may be volatile over the coming weeks but would likely thereafter start to refocus on positive global economic fundamentals.

Columns of government building

Supreme Court rules IEEPA tariffs illegal

The Supreme Court ruled against the administration in a 6-3 decision finding that the use of the International Emergency Economic Powers Act to levy tariffs is illegal.

CIO Alert  |  Markets fall amid Greenland tensions

DoJ investigation adds uncertainty to Fed leadership transition

Trump announces one-year 10% cap on credit card interest rates

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.

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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.
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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Wealth Intelligence

Stay ahead with the inside view on every segment and dimension of global wealth with our premier suite of wealth intelligence reports, enriched by further curated strategic perspectives from our CIO.

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