• US Senate approves budget, paves way for taxes

    On Friday, the US dollar Index rose slightly and and two-year Treasury yields recovered as much as 3bps after the Senate approved the budget blueprint. The budget paves the way for a simple majority Senate vote on an eventual tax bill, limiting Republican reliance on bipartisan support. more

  • All good so far

    The CIO is making no changes to its tactical asset allocation position this month, writes Global Chief Investment Officer Mark Haefele in his monthly letter. The global economic outlook is bright. more

  • What is a bubble?

    In financial terms the word "bubble" is like the word "recession"; often used, but lacking a proper definition. more

  • Smart mobility set for takeoff

    Whether it's electric cars, self-driving vehicles or car-sharing facilities, smart mobility is on the rise. CIO expects the trend to revolutionize the auto industry, as well as the way vehicles are "consumed". A new long-term theme looks at how investors can gain exposure. more

  • Blockchain: Investing today

    Despite challenges, we are confident that as blockchain technology matures, and with increased investments from large corporations and governments, these teething problems will eventually be resolved, but it will take time. more

  • Jane's retirement decisions

    While still a relatively recent creation, pension systems represent a major achievement of modern welfare states. However, regardless of the type of pension scheme, current and future retirees should not rely on them to maintain their lifestyle. more

  • Blockchain and its challenges

    Blockchain could lead to significant disruptive technologies but shortcomings need to be resolved. It's also unclear which applications will prove most useful/profitable. And industry-related revenue and profitability is currently limited. more

  • Inflection point for connected devices

    The Internet of Things (IoT) refers to a network of connected devices, with everyday objects constantly sending and receiving data. This combination of connected chips and sensors turn everyday objects into smart devices. more

  • Belt and Road: Ancient Ideas in the modern world

    Breathtaking in its vision and unparalleled in terms of the potential connectivity, UBS Chief Investment Office (CIO) believes the Belt and Road Initiative (BRI) could usher in significant, long-term benefits for China and other nations. more

  • Tax reform: Information technology

    The potential impacts of the proposed tax reform are fairly limited for the Information Technology sector given the already low effective tax rate and relatively low capital intensity. more

  • Blockchain could disrupt these six industries

    We believe blockchain can power disruptive technologies in six major industries – financials, manufacturing, healthcare, public services, utilities and the sharing economy – and generate annual economic value of USD 300-400bn globally by 2027. more

  • Tax reform: Financials

    We expect tax reform to be a broad-based positive for the US Financials sector as it should lower expenses and boost growth across the US economy. more

  • Record inflows into equity funds

    A record $6.6 billion flowed into global equity funds in the past week, the highest weekly inflow ever, according to data compiler EPFR Global. UBS Chief Investment Office (CIO) remains overweight stocks over bonds. more

  • Will the Fed delay further rate hikes?

    The recent minutes from the Federal Open Market Committee (FOMC) have shown a lack of consensus on the inflation outlook. CIO strategists Jon Gordon, Vincent Heaney, Christopher Swann and Sagar Khandelwal explain what this means in terms of Fed rate hike expectations. more