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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CIO Investment Office

The most important CIO topics now available as audio.

17 Sep 2026

House View Daily | How to position in fixed income as Fed hikes rates

The Fed’s hawkish rate hike has led markets to price in more tightening. We believe this repricing creates opportunities in fixed income, but investors should remain selective on duration and credit risk.

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16 Sep 2026

House View Daily | What matters from today’s Fed decision?

Wednesday may see the Fed kick off a new tightening cycle in the US. For portfolios, the key questions concern earnings resilience, market pricing, and diversification.

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15 Sep 2026

House View Daily | Frontier 'pacing' calls may not spell an end to AI capex cycle

Stronger safeguards need not derail the AI rally. We still favor diversified exposure across the AI value chain.

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14 Sep 2026

House View | Jumpstart

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Will the Fed signal more hikes to come? 2. Will other central banks follow the ECB’s hawkish lead? 3. Can robust AI demand reinforce broader economic resilience?

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11 Sep 2026

House View Daily | Equities should withstand higher yields

Rising oil prices and Treasury yields are testing investor confidence, but equities have remained resilient. We believe solid economic growth, robust earnings, and strong AI investment should help stocks withstand higher rates. We remain constructive on equities and recommend broad exposure across sectors and geographies.

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