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.

Daily

Weekly

Audio

UBS House View - Audio

CIO Investment Office

The most important CIO topics now available as audio.

07 Oct 2026

House View Daily | US equities can gain further after record highs

The S&P 500 reached a record high despite ongoing market risks. We think AI investment, broadening earnings growth, and a resilient US economy should support further gains. Investors should maintain diversified equity exposure across sectors and regions.

00:00
00:00

06 Oct 2026

House View Daily | Broaden equity exposure as market leadership narrows

The Nasdaq reached a record high despite elevated Treasury yields, but the rally remains concentrated in a narrow group of large technology companies. Investors should maintain diversified core equity exposure as they position for further upside.

00:00
00:00

05 Oct 2026

House View Daily | Building resilience to navigate market risks

Lower oil prices and softer US jobs data have reduced immediate concerns about further Federal Reserve tightening, but geopolitical risks and elevated bond yields could keep markets volatile. We recommend positioning for further equity gains while diversifying and managing concentration risk.

00:00
00:00

02 Oct 2026

House View Daily | Treasuries face a challenging reset

The sell-off in US Treasuries reflects growing concern that inflation and policy rates could remain elevated. While further disinflation, easing energy pressures, or policy intervention may slow the rise in yields, volatility is likely to remain high in the near term. Investors should calibrate duration and credit risk carefully.

00:00
00:00

30 Sep 2026

House View Daily | Resilient growth should underpin equity gains

Long-dated Treasury yields have risen to multi-decade highs. But resilient growth, robust earnings, and accelerating AI adoption should help equities absorb the valuation pressure from higher yields. We continue to recommend positioning for further equity gains through broad sector and regional diversification.

00:00
00:00

More of our leading insights

Benefit from the unique views of experts around our firm into the latest topics and trends surrounding your wealth.

Daily independent financial research from Global Chief Economist Paul Donovan, who believes passionately that economics is something everyone can and should understand.

Let's talk

From planning your finances to providing individual solutions, we focus on helping you get more out of life and your wealth.