Featured research

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UBS Billionaire Ambitions Report 2025

Discover how a fresh wave of billionaires is shaping wealth

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Momentum or gravity?

Will economic forces hold us back? Or will AI continue to drive markets higher? 

Find out in CIO’s Year Ahead 2026 report
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Quarterly Update for Business Owners

Clients insights on economic conditions, policy changes, and dealmaking trends

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By the dawn’s early light

Electrification is powering tomorrow. See how rising power demand is driving new investment opportunities in CIO’s latest 250 Years of U.S. Innovation report.

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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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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

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

Client Strategy Office

Wealth Management Americas

20:58

Fixed Income Conversation Corner with Clayton Triick (Angel Oak) and Leslie Falconio (UBS CIO)

A look at the landscape for Agency RMBS and the Housing Market, including a look at the prospects for and implications of the 50-yr and portable mortgages. Featured are Clayton Triick, Head of Portfolio Management of Public Strategies with Angel Oak Capital Advisors, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

02:48

UBS On-Air: Paul Donovan Daily Audio 'Labor pains?'

The US labor market is, rightly, a key focus. Low fear of unemployment gave US consumers the confidence to reduce savings rates. That reduction in savings rates has paid for the US consumer price increases since April, sustaining spending. The November ADP payrolls data showed labor market weakness. The ADP numbers do not necessarily have a strong relationship with reality, but the weakness increases the focus on today’s weekly initial jobless claims data.

09:28

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 53)

On this week’s episode of Viewpoints, Burkhard contemplates whether the “Santa Rally” is still alive, or if investors should pack-up for the holiday season. Plus, a classic literature-recommendation for year-end reading.

13:45

Municipal Brief: New York City - Looking ahead

In the wake of Zohran Mamdani's recent win as New York City's 111th mayor, Jeannine and Ted discuss CIO’s Risk Categories for the city's debt, and what investors need to know. Featured are Jeannine Lennon, Municipal Strategist Americas, & Ted Galgano, Municipal Strategist Americas, UBS Chief Investment Office.

21:00

House Call: Talking Equity Markets with UBS Asset Management

Join Jeremy Zirin, Head of the Private Client U.S. Equity Teams with UBS Asset Management, as he shares a performance update and outlook for U.S. equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 25.11.19

UBS On-Air: In the Now

UBS On-Air: In the Now

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

Client Strategy Office

10:59

Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda

Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

09:44

Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown

Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

09:52

Washington Weekly Podcast: Government shutdown update, US-China trade talks

Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

09:29

Washington Weekly Podcast: Government shutdown, U.S. Drug Pricing

As the U.S. government has entered a shutdown, Shane drops by to explain the scope of impact, along with next steps with respect to negotiations. Plus, thoughts on yesterday’s Oval Office announcement related to drug pricing. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Government Affairs US. Host: Daniel Cassidy

11:01

Washington Weekly Podcast: Russia-Ukraine, DC crime reduction, Congressional fall preview

Shane drops by for a late-summer update with thoughts on recent and ongoing efforts to end the Russia-Ukraine War, actions taken by the Trump administration to reduce crime in Washington DC, and to preview the legislative agenda and tasks ahead for Congress upon their return to Capitol Hill in September. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Conversations

UBS On-Air: Conversations

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

Client Strategy Office

09:19

Planning Podcast Series: Year-end planning strategies

Jennifer Lan and Chelsea Rubio from the UBS Advanced Planning Group join UBS Conversations to outline planning considerations to be mindful of as we approach year end, including income tax planning, wealth transfer planning, trust planning and administration, and charitable giving. Host: Daniel Cassidy

19:51

Top of the Morning: Year-end planning priorities - Retirement and tax strategies

Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what’s on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy

22:20

Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World

In honor of Cybersecurity Awareness Month, this episode of the Family Office Solutions podcast explores the rising threat landscape facing family offices and ultra-high-net-worth individuals. Host Mark Tepsich, Family Office Design and Governance Specialist for Family Office Solutions is joined by Sarah Rosen, Managing Director and Head of Strategic Partnerships at Blackcloak, a cybersecurity and privacy firm within the UBS Professional Network. Together, they unpack the unique vulnerabilities family offices face - from fragmented digital footprints to personal device risks - and offer actionable strategies to build a robust cybersecurity framework. Whether you're just beginning to explore cybersecurity or looking to strengthen existing protocols, this episode provides essential insights to protect both institutional and personal assets.

20:50

Sustainable Investing: Themes in focus, Portfolio construction, Climate Week

A look at longer-term investment themes, portfolio construction considerations, and how to measure climate impact. Pus, a look at critical conversations had during Climate Week in New York. Featured is Tiffany Agard, Sustainable and Impact Investing Strategist, UBS CIO Global Investment Management, & Jens Peers, CIO of Sustainable Equities, Mirova.

15:00

The OBBB Effect: How One Big Beautiful Bill Is Reshaping Philanthropy

Discover how the One Big Beautiful Bill (OBBB) is reshaping philanthropy. Host Isaac Chota (UBS) and guest Gil Nusbaum (National Philanthropic Trust) discuss new charitable giving rules like the 0.5% AGI threshold, a 35% cap on itemized deductions, updates to corporate giving and SALT limits, and the evolving role of donor-advised funds. Learn what these changes mean for donors and advisors. Featured: Isaac Chota, Donor Advised Fund Product Manager, and Gil Nusbaum, Chief Administrative and Legal Officer, National Philanthropic Trust.

UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

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

Client Strategy Office

10:16

Year Ahead México 2026: ¿Crecimiento en manos del T-MEC

Alberto Rojas y Gabriela Soní analizan los riesgos y oportunidades que enfrentará México en 2026, y los factores que pueden moldear su crecimiento en un año marcado por la revisión del T-MEC.

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17:09

Year Ahead 2026: ¿Caerá la economía global? Claves para inversionistas

Gabriela Soní y Alejo Czerwonko analizan los riesgos y oportunidades que enfrentará la economía global en 2026, y las claves que los inversionistas deben seguir para anticipar el próximo ciclo.

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01:06

Year Ahead 2026: La serie para entender el próximo año

La próxima semana lanzamos una serie especial dedicada al informe UBS Year Ahead 2026. Serán cuatro episodios para entender las tendencias, riesgos y oportunidades que marcarán el próximo año, desde la visión global hasta el análisis regional.

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12:44

Legislativas argentinas: ¿Derrota o triunfo para los mercados?

Gabriela Soní y Alberto Rojas conversan sobre el impacto de las legislativas argentinas en los mercados y los pasos que podrían acercar al país a la estabilidad económica.

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17:07

Precio del oro: ¿es momento de comprar?

Con tasas en descenso y tensiones geopolíticas al alza, el precio del oro sigue rompiendo récords. Alejo Czerwonko y Alberto Rojas analizan qué explica este comportamiento y qué podría venir después.

UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

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

Client Strategy Office

Podcast_2025_Cover
30:56

Navegando mercados: o que já se pode esperar de 2026

Em nosso podcast de novembro, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, conversam sobre a bolsa americana, o impacto da queda de juros no mercado americano para os emergentes em geral, as perspectivas para o Brasil e o potencial de queda de juros no país em 2026.

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57:57

Conexão com Gestores: Guilherme ZacZac conversa com Andre Raduan

Neste novo episódio do Conexão com Gestores, Guilherme Zaczac, Head de Liquid Alternatives Brasil no UBS Global Wealth Management, convida Andre Raduan, Sócio Fundador da Genoa Capital, para uma conversa sobre a construção da gestora e os principais desafios e oportunidades para os mercados brasileiro e internacional.

Podcast_2025_Cover
50:27

Conexão com Gestores: Guilherme ZacZac conversa com Pedro Jobim

No segundo episódio do Conexão com Gestores, Guilherme Zaczac, Head de Liquid Alternatives Brasil no UBS Global Wealth Management, conversa com Pedro Jobim, Economista Chefe e Sócio Fundador da Legacy Capital, sobre o cenário macroeconômico e principais desafios atuais para o Brasil.

Podcast_2025_Cover
51:03

Conexão com Gestores: Guilherme ZacZac conversa com Mauricio Bittencourt

Nesta edição de estreia do podcast Conexão com Gestores, Guilherme Zaczac, Head de Liquid Alternatives Brasil no UBS Global Wealth Management, entrevista Mauricio Bittencourt, Fundador e Portfolio Manager da VELT Partners. Na conversa, Mauricio compartilha sua trajetória, analisa os ciclos de mercado e o momento atual da renda variável no Brasil.

19:46

Rumo a 2026: um aquecimento para o grande debate até a corrida eleitoral

Rafael Favetti (Fatto Inteligência Política), Luciano Telo e Ronaldo Patah (UBS GWM) analisam os possíveis nomes na disputa presidencial e os riscos institucionais no caminho até as urnas. Um episódio para entender agora o que estará em jogo no futuro. Ouça agora!

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Expiration: 2/12/2026 Review Code: IS4238814