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 2026, the world stands at a crossroads. The Year Ahead 2026 report from our award-winning Chief Investment Office - named the Best CIO in Private Banking at the PWM/ The Banker Global Private Banking Awards 2025 - will help you spot the signals that matter, cut through the noise, and act with confidence.

Benefit from our leading CIO insights, and find out more about:

  • 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.
  • CIO House View: the impact of current economic trends on asset allocation based on our assessment of the global economy and financial markets.
  • Economics. Without jargon: Daily insights on a wide range of topics from Paul Donovan, our Global Chief Economist.

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Stay up to date with all things UBS Global Wealth Management

Investing under Trump 2.0

How is President Trump affecting sustainability?

While the Trump administration's policies may weigh on some areas of the sustainable investing universe, opportunities with strong commercial economics still exist.

Reciprocal tariffs for Europe: No quick fix

What could reciprocal tariffs look like? Despite the claims, the reality is that the existing tariffs on EU-US trade are extremely low. It is hard to get a precise estimate on the number, but the EU believes that the effective tariff rate is around 1%.

US Federal Reserve building

Trump 2.0 Executive Order Tracker

Explore our overview of executive orders, including environmental and social impacts, investment implications, and updates such as relevant lawsuits and pauses.

CIO House View

Economics. Without jargon

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