Insights

Make informed decisions with our leading, independent research.

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.

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Are you ready for the Year Ahead?

As we enter 2025, we look at key developments that will shape the next stage of this decade, including US political change, economic stimulus in China, geopolitical developments, and falling interest rates, as well as longer-term opportunities in transformative innovation.

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.

FAQs on tariffs

Equities started the week on a volatile note after reports that the Trump administration pushed forward with plans to impose higher tariffs on Canada, Mexico, and China. However, stocks recovered some ground Monday as the White House hit pause on tariffs on Mexico and Canada for at least 30 days. While uncertainty remains elevated, we answer some common questions on investors' minds.

Eurozone: EU tariffs will “definitely happen”

The potential for US tariffs on EU exports raises the downside risks to growth and the possibility that the ECB has to cut rates further than we currently expect.

Tariff turmoil engulfs Mexico

We do not foresee the US's 25% tariff on Mexico remaining in place for an extended period of time, as this would be akin to cutting off one’s nose to spite one’s face. However, the risk that the tariff could become more permanent is real. Trump has linked tariffs to trade deficits, which are not easily “negotiated” away.

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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