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Insights into the economy, markets and investors

Research and analysis to help you make smarter investment decisions

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UBS Investor Watch 2026

As the US midterm elections approach, investors and business owners are watching closely. While both groups are cautiously optimistic, many seek clarity on how election outcomes could influence markets, business growth and personal wealth.

Read the reports for more midterm insights
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Research: Chief Investment Office Election Watch 2026: Foreign capitals, state capitols

CIO examines international and state-level perspectives on the US midterms—and what the elections could mean for policy and investors.

Explore midterm election insights
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Family Office Solutions Family Office Quarterly Q4 2026

New insights and best practices to support family office success

Gain the latest insights

See what these insights mean for your own portfolio

Talk to a UBS Financial Advisor
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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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Ultra-high net worth investors

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.

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

16 Oct 2026

Across the Pond: Europe’s bond stress test

Europe’s government bond markets have faced growing pressure from higher energy prices, renewed inflation concerns, and increased scrutiny of public finances. The gap between French and German 10-year government bond yields recently reached its widest level since the 2011 European sovereign debt crisis as investors focused on France’s deficit and borrowing trajectory. Could the strains spread across the Eurozone, and where is the volatility creating opportunities? In this episode of Across the Pond, host Christopher Swann speaks with Frederick Mellors, Head of Global Fixed Income, about the growing divide between European sovereign borrowers, the European Central Bank’s policy dilemma, and the case for selectivity across government and corporate bonds.

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16 Oct 2026

UBS On-Air: Paul Donovan Daily Audio 'Precisely'

US monetary policy is in focus, with Federal Reserve Chair Warsh refusing to give forward guidance on policy at the IMF meetings—then giving forward guidance of a sort. Warsh failed to sound hawkish. The word of Warsh carries relatively little weight, but this chimes with Fed President William’s earlier remarks. Expectations for an October rate increase are fading.

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15 Oct 2026

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 74)

On this week’s episode, Burkhard acknowledges the fourth anniversary of the current bull market and weighs whether equities have further room to run, mindful of the impacts to the recent increase in the cost of capital. Burkhard also underscores the importance of corporate earnings to the health of an economy.

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15 Oct 2026

UBS On-Air: Paul Donovan Daily Audio 'Peculiar US price increases'

The US inflation print underscored some established trends. While consumer price inflation has a large fantasy component to it, it seems fairly clear that real incomes have stagnated since January 2025. That means that increases in spending depend on people getting side-hustle employment, being willing to cut savings rates, or being prepared to use their stock of savings. Today’s retail sales data is another signal of how willing consumers are to utilize savings.

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14 Oct 2026

How should I be positioned? with Steve Chiavarone (Federated Hermes) and Jason Draho (UBS CIO)

Steve joins Jason for a wide-ranging conversation which spans the US macroeconomic environment, equity market performance, the AI capex cycle, Fed monetary policy, and market risk considerations. Plus, an exchange of views on portfolio positioning. Steve Chiavarone is Chief Investment Officer for Global Equities at Federated Hermes, and is a member of the UBS Research Advisory Board. Jason Draho is Head of Asset Allocation Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

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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

16 Oct 2026

House View Daily | Quality bonds for income and diversification

While bond market volatility may persist, elevated yields and the potential for less Fed tightening than markets expect strengthen the outlook for fixed income. We continue to rate fixed income as Attractive and see quality bonds as a source of income and portfolio stability.

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15 Oct 2026

House View Daily | Higher inflation need not derail US assets

US inflation accelerated more than expected in September, increasing expectations for further Federal Reserve rate hikes. But we do not expect a measured tightening cycle to undermine the positive outlook for US assets. We remain positive on equities and fixed income.

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14 Oct 2026

House View Daily | Semis stumble. Time to reboot expectations?

A sharp sell-off in semiconductor stocks has reignited questions about the durability of the AI trade. But with earnings expectations still strong, cloud growth accelerating, and valuations becoming more attractive, we take this as more of a reset of expectations than a break in the AI thesis.

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13 Oct 2026

House View Daily | Strong 3Q earnings can send US equities higher

Higher energy prices and geopolitical risks may fuel near-term volatility, but AI demand, a healthy cyclical economy, and resilient consumer spending should support another strong quarter for S&P 500 profits.

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12 Oct 2026

House View Daily | Commodity fundamentals speak for further upside

Geopolitical and macro uncertainties are driving near-term commodity volatility, but tight supply and durable demand remain supportive of the outlook. We see broad commodity exposure as a source of returns, diversification, and portfolio resilience.

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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.

Ep.20 2026 Cover

14 Oct 2026

¿La IA está afectando los precios del mercado inmobiliario?

Miami se enfría, Madrid acelera y Nueva York sigue siendo difícil de costear. ¿Qué papel está jugando la inteligencia artificial en estas dinámicas? En este episodio de UBS LatAm Access, Gabriela Soní y Alejo Czerwonko analizan las diferencias entre estos mercados, los riesgos de una posible burbuja inmobiliaria y las perspectivas de inversión en bienes raíces.

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Cover Mercados en Breve

07 Oct 2026

Mercados en Breve: ¿Brasil entra en un nuevo escenario?

La primera vuelta electoral en Brasil fortaleció un escenario que podría resultar favorable para los activos del país. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué podría significar este nuevo panorama para las acciones brasileñas, las tasas de interés locales y el real.

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Ep.19 2026 Cover

30 Sep 2026

Más allá de la Fed: ¿qué está pasando en Estados Unidos?

Las tasas vuelven a subir, los rendimientos de los bonos del Tesoro se mantienen en niveles elevados y las cuentas fiscales siguen planteando desafíos. En este episodio de UBS LatAm Access, Alejo Czerwonko y Kurt Reiman analizan qué está detrás de estos movimientos y dónde podrían surgir oportunidades para los inversionistas.

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Cover Mercados en Breve

23 Sep 2026

Mercados en Breve: ¿Cuánto más subirán las tasas de la Fed?

La Fed volvió a subir las tasas de interés y el mercado ya anticipa nuevos aumentos. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué señales determinarán hasta dónde llegará el ciclo de subidas y qué podría significar este escenario para los inversionistas.

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16 Sep 2026

Venezuela: ¿es viable el nuevo acuerdo petrolero de Trump?

El nuevo acuerdo petrolero entre Estados Unidos y Venezuela podría movilizar más de USD 100.000 millones en inversión privada, pero su implementación todavía enfrenta importantes interrogantes. En este episodio de UBS LatAm Access, Alberto Rojas y Alejo Czerwonko analizan su viabilidad, los riesgos políticos y legales y las condiciones necesarias para atraer inversión a Venezuela.

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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

15 Oct 2026

CIO Insights | Pós-primeiro turno e o cenário global: oportunidades além do Brasil

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM analisam o cenário global, e as oportunidades para investimento fora do Brasil após o 1° turno das eleições presidenciais de 2026.

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09 Oct 2026

ElectionWatch Brazil 2026 | Depois da euforia: o que esperar do segundo turno e da economia brasileira em 2027

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Lucas Vilela, Economista Chefe do UBS Evolution, compartilham suas perspectivas para o segundo turno das eleições, e os possíveis desdobramentos para o cenário da economia brasileira em 2027.

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gwm insights

23 Sep 2026

UBS Optimus Brasil | Filantropia estratégica, impacto e transformação social

Neste episódio, Valéria Milani, Diretora Comercial do UBS GWM no Brasil, e Kai Grunauer, Diretor Executivo de Impacto Social e Filantropia para a América Latina no UBS, apresentam a UBS Optimus Brasil e discutem como a filantropia estratégica pode gerar impacto social duradouro. A conversa aborda a trajetória da iniciativa, os critérios para selecionar projetos de alto potencial e exemplos apoiados no Brasil nas áreas de educação, desenvolvimento social e conservação ambiental. Valéria e Kai também mostram como famílias e investidores podem conectar patrimônio, propósito e legado por meio de uma atuação estruturada e orientada a resultados de longo prazo.

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10 Sep 2026

CIO Insights | Eleições, volatilidade e mercados

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM analisam como o cenário político pode impactar as estratégias de investimento a partir de outubro e o que esperar das principais classes de ativos nos próximos meses.

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10 Sep 2026

ElectionWatch Brazil 2026 | O que esperar da reta final para o primeiro turno das eleições

Crise institucional, percepção econômica e cenário geopolítico. Neste episódio, Débora Nogueira, Senior Economist no UBS GWM e Fábio Zambeli, analista político, analisam os principais temas que podem influenciar o eleitor e moldar uma disputa que se desenha cada vez mais acirrada.

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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: February 12, 2026 Review Code: IS4238814