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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27 Oct 2026

House View Daily | Diversify beyond the AI rally

The latest tech-led advance reflects continued confidence in AI demand, but high expectations and company-specific risks strengthen the case for looking beyond a narrow group of market leaders. We favor diversified equity exposure that includes Power and resources, Longevity, and opportunities outside the US.

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26 Oct 2026

Jumpstart | Your guide to the week ahead

This week we take a look at whether the Fed will remain patient as energy costs sustain inflation risks. If earnings can support further equity gains beyond the AI trade, and whether European earnings resilience outweigh fiscal and policy risks.

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22 Oct 2026

House View Daily | Build resilience as oil prices climb

Continued attacks in the Middle East have pushed Brent crude above USD 111/bbl, adding to concerns over energy supplies and inflation. But the global energy system’s capacity to adapt, together with portfolio exposure to broad commodities, should help investors manage volatility while staying invested.

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21 Oct 2026

House View Daily | Strengthen portfolio defenses as volatility rises

Questions around AI profitability, elevated rates, and geopolitical tensions may keep markets volatile through the earnings season. Yet we remain constructive on equities and expect AI-related growth to support corporate earnings. Investors can complement diversified equity exposure with structured strategies, select hedge funds, and commodities.

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20 Oct 2026

House View Daily | Tech earnings face the returns test

US mega-cap technology companies' earnings should provide fresh evidence of the strength of cloud growth, digital advertising, and AI adoption. Investors will also look for clearer signs of monetization and returns on investment. We remain constructive on the AI opportunity and favor diversified exposure across hyperscalers, high-quality infrastructure beneficiaries, and defensive tech firms.

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