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Research and analysis to help you make smarter investment decisions

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Insights: Family office solutions Family Office Quarterly Q3 2026

New insights and best practices to support family office success

Gain the latest insights
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Insights: New era of wealth Wealth transfer is about more than money

Get guidance on inheritance, business succession and all your moments of profound transition from Bloomberg and UBS.

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Research: Chief Investment Office UBS Global Wealth Report: Global wealth continues its upward trajectory

For a third straight year, wealth rises alongside growing debt. Learn about the new dynamics that are changing the wealth landscape in the Global Wealth Report 2026.

Explore what’s next for global wealth

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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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.

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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

04 Sep 2026

Washington Weekly Podcast: Open-Source AI Leadership Act, Funding Bill, US-Iran War

Shane drops by ahead of the Labor Day holiday weekend to update on this week’s developments up on Capitol Hill, including Congressional efforts to keep the government funded, and progress on the Open-Source AI Leadership Act. Plus, an update on renewed military tensions between the US and Iran. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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04 Sep 2026

UBS On-Air: Paul Donovan Daily Audio 'Talking calmly'

In the unnecessarily uncertain world of US monetary policy, we heard from Federal Reserve Governor Waller. Waller signaled a desire for unchanged policy, as disinflation forces seem to continue. If disinflation ceased, then Waller would reconsider. This is similar to New York Fed President Williams’ outlook. These two Fed members command more respect than some other Fed members, and their words moved markets.

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03 Sep 2026

What is the electrification of everything? with Paul Baiocchi of SS&C ALPS Advisors

Paul Baiocchi, Head of ETF Distribution with SS&C ALPS Advisors, drops by UBS Studios for a wide-ranging discussion around “the electrification of everything”, including a look at the opportunity-set, risk considerations, and how to think about investing in the theme. Host: Daniel Cassidy

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03 Sep 2026

UBS On-Air: Paul Donovan Daily Audio 'Fun with foreign exchange'

The yen has been gyrating amidst speculation about intervention in the markets and the possibility of more aggressive action by the Bank of Japan. A Japanese market holiday looms. Intervention only changes a currency’s value if there is a speculative attack to defeat (there is not) or if fundamentals change. Interest rates are a relevant fundamental, but one of many.

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02 Sep 2026

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 71)

While on a visit to Portugal, Burkhard drops by to highlight the factors that have contributed to the country’s economic success, and what investors should know. Burkhard also reflects on the Fed Chairman Kevin Warsh’s Jackson Hole Economic Symposium speech last Friday, and how markets responded.

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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

04 Sep 2026

House View Daily | What a more hawkish Fed means for investors

Economic growth has stayed resilient, earnings are strong, and AI-related investment continues to support activity. Against that backdrop, the possibility of rate hikes has increased, supported by comments from Fed officials that inflation may not be moving down fast enough. But investors should not mistake a potential change in Fed policy for a change in the investment outlook. If rates move higher while economic growth, employment, and profits remain strong, many of the forces supporting portfolios should remain intact. We maintain a constructive view on global equity markets.

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03 Sep 2026

House View Daily | Look beyond tech as AI strength persists

Broadcom’s stronger AI-chip outlook has reinforced confidence that demand for AI infrastructure remains robust. But elevated government bond yields, geopolitical risks, and the potential for excessive reliance on a narrow group of technology stocks reinforce the importance of diversification. Against this backdrop, we advise investors to position for further market gains by broadening equity exposure, considering capital preservation strategies, and investing in the power, resources, and infrastructure required to support the AI buildout.

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02 Sep 2026

House View Daily | Higher yields put currency fundamentals to the test

Rising oil prices and shifting central bank expectations have pushed global yields higher, but currency markets are responding selectively. We favor carry opportunities backed by sounder fundamentals, and believe investors should focus on building robust, diversified, and risk-managed portfolios.

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01 Sep 2026

House View Daily | Bond opportunities remain despite volatility

Renewed conflict in the Middle East and elevated oil prices have intensified pressure on global bond markets. We expect volatility to persist, but see scope for short-dated yields to decline as inflation moderates and the Fed remains on hold.

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31 Aug 2026

House View | Jumpstart

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead

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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

25 Jun 2026

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

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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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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.

ep17 2026 Cover

02 Sep 2026

Cuentas fiscales: ¿qué reto tienen los nuevos gobiernos?

Chile, Perú y Colombia tienen nuevos gobiernos, pero parten de situaciones fiscales muy distintas. En este episodio de UBS LatAm Access, Laura Assis y Alberto Rojas analizan el estado de las cuentas de cada país, los desafíos que tienen por delante y qué podrían significar sus primeras decisiones para la confianza de los inversionistas.

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Cover Mercados en Breve

26 Aug 2026

Mercados en Breve: ¿qué puede cambiar el rumbo de los mercados?

En medio del ruido que rodea a los mercados, algunas señales pueden ser más relevantes que otras. En este episodio de Mercados en Breve, Gabriela Soní analiza qué está pasando con la inversión en inteligencia artificial, las utilidades corporativas y la inflación, y por qué son clave para entender los próximos meses.

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19 Aug 2026

T-MEC: ¿qué está en juego con las negociaciones?

Estados Unidos no extendió el T-MEC automáticamente. ¿Qué significa eso para México y para las cadenas de suministro de Norteamérica? En este episodio de UBS LatAm Access, Alejo Czerwonko y Gabriela Soní desglosan los frentes clave de negociación.

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Cover Mercados en Breve

12 Aug 2026

Mercados en Breve: ¿Estados Unidos rescata a sus aliados?

En menos de un año, el Tesoro de Estados Unidos intervino en Argentina y en Japón. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué hay detrás de cada caso y qué estrategia podría estar construyendo Washington con estas ayudas.

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05 Aug 2026

Del petróleo al trigo: ¿qué está pasando con los commodities?

Guerra, inteligencia artificial y El Niño están moviendo los commodities en direcciones distintas. En este episodio de UBS LatAm Access, Alejo Czerwonko y Dominic Schnider, jefe global de Commodities y Monedas en UBS, analizan qué está pasando con la energía, los metales, el oro y las materias primas agrícolas.

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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.

CIO Insights cover

11 Aug 2026

CIO Insights: Lá fora, lucros e Fed; aqui, eleições e dívida

Neste novo episódio do CIO Insights, Luciano Telo, CIO para o Brasil no UBS GWM, e Debora Nogueira, Senior Economist no UBS GWM, conversam sobre como o cenário global segue dando suporte aos mercados, com crescimento resiliente, temporada de lucros forte e um Fed ainda cauteloso diante da inflação. No Brasil, porém, o foco se desloca para os desafios domésticos: inflação mais persistente, juros elevados por mais tempo, maior sensibilidade da dívida pública à Selic e uma eleição que deve trazer o debate fiscal para o centro da precificação. A conversa também traduz esse ambiente para os investimentos, com destaque para diversificação internacional, exposição cambial protegida e o dilema das NTN-Bs.

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29 Jun 2026

ElectionWatch Brazil 2026 | Cenário macro e eleições: juros altos e sinais de estabilidade

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Victoria Roquetti, Research and Analysis Associate no UBS GWM, atualizam o cenário macro com foco na vulnerabilidade externa do Brasil, dinâmica de juros, inflação e endividamento das famílias. Também analisam as pesquisas eleitorais recentes, comparando a evolução atual com 2022.

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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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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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* This terminology refers to definitions in the UBS Sustainable Investing Framework and does not refer or relate to any product specific regulatory labelling regime or naming conventions.

Expiration: 2/12/2026 Review Code: IS4238814