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Research and analysis to help you make smarter investment decisions

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Research: Chief Investment Office Looking beyond the midterms

What’s next for markets and investors? Explore how the post-election landscape could shape your portfolio in the months ahead.

Get more post-midterm insights
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Insights: Art Basel and Global Art Collecting What’s driving today’s US collectors?

A revealing snapshot of the optimism, wealth shifts and behaviors shaping collecting in the US

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Insights: UBS Optimus Foundation Make more possible

Join us in creating greater impact for vulnerable communities in the US

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See what these insights mean for your own portfolio

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Insights for your entire financial life

Articles and reports delivering financial guidance for life’s most important stages

Wealth planning and advice

Wealth planning and advice

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Markets and economy

Markets & economy

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Ultra-high net worth investors

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Specialized investor research

Sports & Entertainment A creative shift

If you’re in a creative industry like film, TV, art and music, get ready for the range of possibilities AI is creating. And see how see how to protect your work, wealth and legacy.

Download the reportpdf, 5 MB

Sports & Entertainment The NIL playbook

The door is open for young athletes like you to capitalize on one of your most valuable assets: your “Name, Image and Likeness.” Discover the 5 key steps.

Read the white paperpdf, 7 MB

Advanced planning Estate planning and cognitive aging

As you age, you may be more vulnerable to fraud such as identity theft, fake investments and other intimidation. See how to protect yourself and your wealth.

Download the reportpdf, 2 MB

Women and finances Wealth and the single women

Many single women enjoy having financial control but are less confident about their financial future than single men. See how tailored financial advice can help.

Download the reportpdf, 1 MB

Multicultural investors Invest to advance

See how high net worth Black, Asian and Hispanic or Latino investors have charted successful paths to wealth, and discover their continued paths to success.

Explore the findingspdf, 12 MB

Family Office Family advisory compass

Get insights, guidelines and specific examples that can help wealthy families position themselves for success over generations.

Access the insightspdf, 14 MB

Timely market commentary

Watch UBS Trending weekdays at 9:30 a.m., ET. for conversations with market experts, analysts and influencers.

UBS podcasts

Stay in the know with our latest analysis on the markets, economy, trends and politics.

UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

05 Nov 2026

Top of the Morning: CEO Macro Briefing Book - Election digestion

In the wake of this week’s US midterm election outcome, Paul Hsiao, Senior Asset Allocation Strategist Americas from the UBS Chief Investment Office, joins for timely reflections on this week’s notable market swings, and guidance on how to position your portfolio. We also cover the implications of the election outcome to the landscapes for financing and deal-making, along with the progression of AI-buildout. Host: Daniel Cassidy

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05 Nov 2026

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 76)

On this week’s episode, Burkhard shares his thoughts on how and to what extent an array of factors - the US midterm elections, the recent global technology sector correction, bond markets, ongoing geopolitical developments, and a recent crypto heist - are weighing on minds of investors. Burkhard then goes on to reinforce why in today’s environment, it’s important to stick to your strategy, stay diversified, and not let the news make your decisions for you.

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05 Nov 2026

UBS On-Air: Paul Donovan Daily Audio 'Shifting expectations'

Markets responded positively to the US midterm election results. Expectations of policy gridlock do not solve the unsustainable US fiscal position but reduce politicians’ ability to inflict further fiscal damage. US Vice President Vance blamed Republican losses on the Gulf war. That, amplified by the optimism bias, shifted expectations of a US retreat and allowed oil prices to fall.

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04 Nov 2026

Top of the Morning: Election Day takeaways - Markets, policy & positioning

In the wake of Election Day, Kurt and Shane join to assess the outcomes of Congressional and Gubernatorial races across the US and the implications of them to the domestic and foreign policy landscape, the macroeconomic environment, the road ahead for AI-buildout, and financial markets. Plus, a review of CIO’s positioning recommendations and messaging as we look ahead to 2027. Featured are Kurt Reiman, Head of Fixed Income Americas from the UBS Chief Investment Office, and Shane Lieberman, Senior Governmental Affairs Advisor from Governmental Affairs US. Host: Daniel Cassidy

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04 Nov 2026

UBS On-Air: Paul Donovan Daily Audio 'Five points'

US Democrats have decisively won the midterm elections. State results will matter to investors because data center decisions often take place at a state level and some Democrat governors are publicly opposed. At the very least, data center builders are likely to have to offer more incentives to local communities.

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UBS On-Air: In the Now

UBS On-Air: In the Now

Client Strategy Office

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

05 Nov 2026

House View Daily | Gridlock and diplomatic hopes lift US stocks

The S&P 500 rallied on Wednesday as markets digested the Democratic sweep of Congress in the US. The prospect of gridlock reduced the likelihood of radical policy changes, while the clear result eased political uncertainty. Resilient earnings are shifting investors’ focus back to fundamentals, and hopes for US-Iran diplomatic progress have pushed oil prices lower. We think investors should stay invested while diversifying concentrated technology exposure and maintaining hedges against geopolitical risks. Democratic control of Congress may raise political noise and fiscal uncertainty, but investors should avoid repositioning portfolios around the election result alone.

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04 Nov 2026

House View Daily | US midterms: Blue wave ushers in gridlock

Democratic control of Congress may raise political noise and fiscal uncertainty, but investors should avoid repositioning portfolios around the election result alone.

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03 Nov 2026

House View Daily | US midterms put Congress in play

The composition of Congress may shape the policy debate, but investors should stay anchored to the fundamental forces driving markets.

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02 Nov 2026

House View Daily | Tech sell-off highlights rising scrutiny of AI spending

The US stock market fell sharply on Friday as investors scrutinized potential returns on the AI investment cycle. While the 3Q earnings season is demonstrating that underlying AI demand remains robust, investors are demanding clearer evidence that rising AI investment will generate adequate returns. We believe investors should retain AI exposure but reduce excessive single-stock concentration, manage tech overexposure, and diversify more broadly.

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30 Oct 2026

House View Daily | Build resilience as tech volatility rises

Concerns about AI capital spending and renewed geopolitical risks have weighed on equities. But resilient economic growth, robust demand for AI infrastructure, and strong earnings continue to support the equity outlook. Investors should stay invested and maintain a well-diversified portfolio.

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UBS On-Air: Conversations

UBS On-Air: Conversations

Client Strategy Office

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

25 Jun 2026

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

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22 May 2026

2026 Planning Guide podcast

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

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11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

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23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

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UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

Client Strategy Office

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

Ep.21 2026 Cover

28 Oct 2026

US Equities: ¿sigue siendo buen momento para invertir?

El S&P 500 acumula una subida cercana al 130% en los últimos cuatro años, mientras las tasas de interés y las valoraciones generan nuevas inquietudes entre los inversionistas. En este episodio de UBS LatAm Access, Alejo Czerwonko conversa con David Lefkowitz sobre cuánto recorrido le queda al mercado alcista estadounidense, qué factores podrían determinar su evolución y dónde podrían surgir oportunidades de inversión dentro y fuera del sector tecnológico.

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Cover Mercados en Breve

21 Oct 2026

Mercados en Breve: ¿La caída del oro es temporal?

En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué está detrás de la reciente caída del oro, qué factores están influyendo en su precio y qué deberían tener en cuenta los inversionistas ante este escenario.

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14 Oct 2026

¿La IA está afectando los precios del mercado inmobiliario?

Miami se enfría, Madrid acelera y Nueva York sigue siendo difícil de costear. ¿Qué papel está jugando la inteligencia artificial en estas dinámicas? En este episodio de UBS LatAm Access, Gabriela Soní y Alejo Czerwonko analizan las diferencias entre estos mercados, los riesgos de una posible burbuja inmobiliaria y las perspectivas de inversión en bienes raíces.

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Cover Mercados en Breve

07 Oct 2026

Mercados en Breve: ¿Brasil entra en un nuevo escenario?

La primera vuelta electoral en Brasil fortaleció un escenario que podría resultar favorable para los activos del país. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué podría significar este nuevo panorama para las acciones brasileñas, las tasas de interés locales y el real.

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Ep.19 2026 Cover

30 Sep 2026

Más allá de la Fed: ¿qué está pasando en Estados Unidos?

Las tasas vuelven a subir, los rendimientos de los bonos del Tesoro se mantienen en niveles elevados y las cuentas fiscales siguen planteando desafíos. En este episodio de UBS LatAm Access, Alejo Czerwonko y Kurt Reiman analizan qué está detrás de estos movimientos y dónde podrían surgir oportunidades para los inversionistas.

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UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

Client Strategy Office

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

CIO Insights cover

15 Oct 2026

CIO Insights | Pós-primeiro turno e o cenário global: oportunidades além do Brasil

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM analisam o cenário global, e as oportunidades para investimento fora do Brasil após o 1° turno das eleições presidenciais de 2026.

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09 Oct 2026

ElectionWatch Brazil 2026 | Depois da euforia: o que esperar do segundo turno e da economia brasileira em 2027

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Lucas Vilela, Economista Chefe do UBS Evolution, compartilham suas perspectivas para o segundo turno das eleições, e os possíveis desdobramentos para o cenário da economia brasileira em 2027.

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gwm insights

23 Sep 2026

UBS Optimus Brasil | Filantropia estratégica, impacto e transformação social

Neste episódio, Valéria Milani, Diretora Comercial do UBS GWM no Brasil, e Kai Grunauer, Diretor Executivo de Impacto Social e Filantropia para a América Latina no UBS, apresentam a UBS Optimus Brasil e discutem como a filantropia estratégica pode gerar impacto social duradouro. A conversa aborda a trajetória da iniciativa, os critérios para selecionar projetos de alto potencial e exemplos apoiados no Brasil nas áreas de educação, desenvolvimento social e conservação ambiental. Valéria e Kai também mostram como famílias e investidores podem conectar patrimônio, propósito e legado por meio de uma atuação estruturada e orientada a resultados de longo prazo.

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10 Sep 2026

CIO Insights | Eleições, volatilidade e mercados

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM analisam como o cenário político pode impactar as estratégias de investimento a partir de outubro e o que esperar das principais classes de ativos nos próximos meses.

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10 Sep 2026

ElectionWatch Brazil 2026 | O que esperar da reta final para o primeiro turno das eleições

Crise institucional, percepção econômica e cenário geopolítico. Neste episódio, Débora Nogueira, Senior Economist no UBS GWM e Fábio Zambeli, analista político, analisam os principais temas que podem influenciar o eleitor e moldar uma disputa que se desenha cada vez mais acirrada.

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* This terminology refers to definitions in the UBS Sustainable Investing Framework and does not refer or relate to any product specific regulatory labelling regime or naming conventions.

Expiration: February 12, 2026 Review Code: IS4238814