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Global Investment Returns Yearbook 2025

With 125 years of data, the UBS Global Investment Returns Yearbook 2025 provides the historical evidence and perspective needed to underpin future investment strategy. Discover how the first quarter of the 21st century’s market performance compares with that of the 20th century.

Our Chief Investment Office team of investment specialists works across key financial hubs worldwide and around the clock to identify the latest investment opportunities and market risks which can help you achieve your financial goals.

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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CIO House View

Investing under Trump 2.0

President Trump threatens Brazil with 50% tariff

US President Trump has announced a 50% tariff on Brazilian products, effective from 1 August. The US administration has justified the decision on trade as well as non-economic grounds. Brazil has responded that “any unilateral move to raise tariffs will be met in accordance with Brazil’s Economic Reciprocity Law.” We think a 50% tariff rate would be a negative shock to the Brazilian economy, but one that would be modest in size.

SALT matters if you itemize

The battle over the state and local tax (SALT) deduction was one of the final issues settled before the “One Big Beautiful Bill” was passed and sent to President Trump for his signature. Several House Republicans from blue, high-tax states (New York, California, New Jersey) insisted on raising the SALT cap to USD 40,000 from its previous USD 10,000 limit. No Senate Republicans represent high-tax blue jurisdictions, so the provision had no champion in the Senate, making it a difficult sell.

Trump’s tariff letters do not signal trade war escalation

Who could win and lose on tighter Trump AI controls

The end of the “reciprocal” tariff pause

Economics. Without jargon

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