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Research: Chief Investment Office Election Watch 2026

Our kickoff issue, “Unified government at a crossroads,” examines how the 2026 midterms, amid polarization and geopolitical uncertainty, could shape markets, policy and the economic outlook.

Explore midterm election insights
Hand holding smartphone

Research: Chief Investment Office Let freedom ring

From pocket device to global platform, the smartphone reshaped how we work, connect and communicate. As AI moves to the operating system layer, smartphone evolution continues. Look ahead to the future of smartphones in our latest 250 Years of US Innovation report.

Discover what’s next for smartphones
Soccer players in red uniforms take to the field for a night game under the lights of a large stadium

Research: Chief Investment Office The evolution of football

From game to global industry

Explore the changing economics of sport

See what these insights mean for your own portfolio

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Insights for your entire financial life

Articles and reports delivering financial guidance for life’s most important stages

Wealth planning and advice

Wealth planning and advice

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Markets and economy

Markets & economy

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Specialized investor research

Sports & Entertainment A creative shift

If you’re in a creative industry like film, TV, art and music, get ready for the range of possibilities AI is creating. And see how see how to protect your work, wealth and legacy.

Download the reportpdf, 5 MB

Sports & Entertainment The NIL playbook

The door is open for young athletes like you to capitalize on one of your most valuable assets: your “Name, Image and Likeness.” Discover the 5 key steps.

Read the white paperpdf, 7 MB

Advanced planning Estate planning and cognitive aging

As you age, you may be more vulnerable to fraud such as identity theft, fake investments and other intimidation. See how to protect yourself and your wealth.

Download the reportpdf, 2 MB

Women and finances Wealth and the single women

Many single women enjoy having financial control but are less confident about their financial future than single men. See how tailored financial advice can help.

Download the reportpdf, 1 MB

Multicultural investors Invest to advance

See how high net worth Black, Asian and Hispanic or Latino investors have charted successful paths to wealth, and discover their continued paths to success.

Explore the findingspdf, 12 MB

Family Office Family advisory compass

Get insights, guidelines and specific examples that can help wealthy families position themselves for success over generations.

Access the insightspdf, 14 MB

Timely market commentary

Watch UBS Trending weekdays at 9:30 a.m., ET. for conversations with market experts, analysts and influencers.

UBS podcasts

Stay in the know with our latest analysis on the markets, economy, trends and politics.

UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

11 Jun 2026

UBS On-Air: Paul Donovan Daily Audio 'How bad is the ECB error?'

The ECB is almost certain to commit a policy mistake today. Raising rates will not change Eurozone inflation or inflation expectations. This policy is stuck in an unhelpful 2022 mindset. Consumers will continue to reduce savings rates to pay for higher oil prices. The main consequence of today’s error is to increase fragility in the economy, rather than doing more serious damage.

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10 Jun 2026

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 65)

On this episode of Viewpoints, with the commencement of the World Cup tournament just days away, Burkhard outlines the economics of soccer and the highly anticipated event. We also touch on the direction of interest rates, and the prospects for newly minted Fed Chair Kevin Warsh having to begin his term with a rate-hike, rather than a rate-cut.

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10 Jun 2026

UBS On-Air: Paul Donovan Daily Audio 'Inflation bonanza'

May US headline consumer price inflation is expected to rise as the price of the Iran war is being passed through relatively quickly to consumers. A supply shock might have a delayed effect (with profit margins being squeezed), but the very visible cause of price increases and the precedents of the pandemic supply shocks and tariffs make it easier for firms to pass on higher costs without delay (limiting damage to profits, so long as demand does not falter).

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09 Jun 2026

House Call: Talking Equity Markets with UBS Asset Management

Join Jeff Hans, Senior Portfolio Manager for the House View Equity Portfolios with UBS Asset Management, as he shares a performance update and outlook for US equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 27.05.26

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09 Jun 2026

UBS On-Air: Paul Donovan Daily Audio 'Trade time'

China’s May exports were stronger than expected, with the seemingly insatiable demand of companies wanting to play with the nice shiny new toy of AI. Export data to the US was flattered by comparison to the volatility around US tariff announcements last year. Recent months have also shown strength in exports of the electrification big three—solar panels, batteries, and electric vehicles.

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UBS On-Air: In the Now

UBS On-Air: In the Now

Client Strategy Office

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

11 Jun 2026

House View Daily | Markets should overcome near-term headwinds

US stocks fell to their lowest level in over a month as a tech-led sell-off deepened, the war in Iran showed little signs of ending, and accelerating inflation intensified Federal Reserve hike worries. But we think near-term Fed hikes remain unlikely, AI fundamentals are still strong, and a path toward reopening the Strait of Hormuz should become clearer. Investors should stay positioned for equity gains and ensure portfolio diversification.

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10 Jun 2026

House View Daily | Renewed tech selling leads markets lower

US stocks fell on Tuesday after an earlier rise on optimism about an imminent US-Iran deal. While the path toward a resolution is likely to be uneven, our base case is that diplomacy ultimately prevails, allowing investors to refocus on resilient economic fundamentals and robust earnings growth in both the US and Europe.

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09 Jun 2026

House View Daily | Health care offers more than a defensive role in portfolios

Health care has traditionally been viewed as a defensive sector, but investors should not ignore the innovative growth opportunities it offers. Supported by technological advances and a structural shift in demographics, we favor global health care and hold a positive outlook on the Longevity theme.

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08 Jun 2026

House View Daily | Equities fall on tech pressures

US equities and bonds fell in tandem on Friday, as concerns over potential Fed rate hikes, equity issuance by Meta, Broadcom's disappointing AI revenue outlook, and a reversal in semiconductor stocks weighed on markets. However, after the recent rally, a pullback was expected. Despite renewed worries, we expect the rally to resume.

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23 Jan 2026

Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown

Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a partial shutdown of the U.S. government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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UBS On-Air: Conversations

UBS On-Air: Conversations

Client Strategy Office

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

22 May 2026

2026 Planning Guide podcast

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

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11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

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23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

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21 Jan 2026

Top of the Morning: 2026 Roth catch-up explained

Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they’ll be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what’s changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head UBS Wealth Way Strategy & Solutions. Host: Daniel Cassidy

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UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

Client Strategy Office

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

10 Jun 2026

Mercados emergentes: ¿por qué Latam rompe el patrón?

En un entorno de tasas altas y dólar fuerte, los mercados emergentes deberían sufrir. Pero América Latina está rompiendo el patrón histórico. En este episodio de UBS LatAm Access, Gabriela Soní (CIO, UBS México) y Alberto Rojas (CIO EM, UBS) analizan por qué la región lidera la deuda emergente y qué significa para los inversionistas.

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03 Jun 2026

Mercados en Breve: ¿qué va a pasar con Venezuela y Cuba?

Venezuela en transición, Cuba en crisis. En este episodio de Mercados en Breve, Alejo Czerwonko (CIO de Mercados Emergentes, UBS) conversa con John Feeley (diplomático estadounidense) sobre el panorama político de ambos países.

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27 May 2026

Crisis petrolera global: ¿puede ser el momento de Latam?

La crisis energética global está generando escasez en Asia y precios más altos. En este episodio de UBS LatAm Access, Alejo Czerwonko y Orlando Cabrales, presidente de Frontera Energy, analizan las oportunidades que esta crisis abre para América Latina.

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20 May 2026

Mercados en Breve: ¿puede el arte considerarse un “refugio” relativo para su cartera?

En este episodio de Mercados en Breve, Alejo Czerwonko conversa con los coleccionistas Benedicta Badía y Antonio Murzi sobre el arte como pasión, refugio de valor y activo de inversión

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14 May 2026

Marta Lucía Ramírez: ¿cuál debe ser la apuesta de Latam?

América Latina vuelve a estar en el radar global en medio de la reconfiguración geopolítica y las cadenas de suministro. En este episodio de UBS LatAm Access, Alejo Czerwonko conversa con Marta Lucía Ramírez, ex-vicepresidenta de Colombia, sobre el momento que enfrenta la región y su capacidad para aprovechar esta nueva ventana de oportunidad.

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UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

Client Strategy Office

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

10 Jun 2026

O que esperar dos mercados no segundo semestre

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, debatem os principais direcionadores dos mercados para o segundo semestre, como inflação global e eleições, além de compartilhar suas recomendações de carteira.

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10 Jun 2026

ElectionWatch Brazil 2026 | Eleições e Ajuste Fiscal: desafios e perspectivas para o Brasil

Neste episódio, Solange Srour, Head of Brazil Macroeconomics no UBS GWM, e Débora Nogueira, Senior Economist no UBS GWM, recebem o Prof. Vladimir Teles, professor na FGV EESP, para discutir os desafios do ajuste fiscal, os impactos das reformas recentes e as perspectivas econômicas para o próximo governo.

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12 May 2026

Mercados globais e Brasil: o que explica o desempenho recente?

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM discutem o desempenho recente dos mercados de renda variável no Brasil e no exterior, destacando como Estados Unidos, com forte contribuição do setor de tecnologia, e Brasil, impulsionado por petróleo e commodities, vêm apresentando resultados consistentes apesar de composições setoriais distintas.

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08 May 2026

ElectionWatch Brazil 2026 | Eleições no Brasil e a agenda internacional: economia global e perspectivas

Neste episódio, Solange Srour, Head of Brazil Macroeconomics no UBS GWM, e Débora Nogueira, Senior Economist no UBS GWM, analisam os principais insights das reuniões do FMI e do Banco Mundial, abordando o impacto da geopolítica e dos conflitos globais na economia internacional e seus reflexos no Brasil, com foco em inflação, endividamento das famílias e o cenário político-eleitoral recente.

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13 Apr 2026

Energia e geopolítica no centro do cenário internacional

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, estrategista de investimentos do UBS GWM, analisam os impactos dos riscos geopolíticos e da alta do petróleo no cenário local, internacional e na alocação do UBS.

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Expiration: 2/12/2026 Review Code: IS4238814