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CEO Macro Briefing Book: Mind the momentum Quarterly Update for Business Owners 

Clients insights on economic conditions, policy changes and dealmaking trends

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250 years of US innovation Chips ahoy

The US leads in semiconductor design. But manufacturing is the growth opportunity. Nearly 70 years after its initial discovery, innovation remains key to the future.

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UBS Trends in philanthropy 2026

How family offices are shaping philanthropy, impact and wealth

See key trends

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

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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

06 Mar 2026

Across the Pond: Strait Talk - Trump, Iran, and the global ripples

Geopolitical crises have generally caused only fleeting market setbacks. But could the US-Israeli airstrikes on Iran be among a handful of historic exceptions? Disruptions to oil and gas flows out of the Middle East could be especially damaging for Europe, where reliance on imported energy is high. And this is just part of a historic overhaul of US foreign policy under President Trump that has forced Europe to consider a more independent defense policy. To unpack the implications, hosts Christopher Swann and Belinda Peeters are joined by the CIO’s top geopolitical thinkers, Dirk Effenberger and Kurt Reiman. Will the shockwaves fade, or are we entering a period of sustained disruption? And how can investors navigate these troubled waters?

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06 Mar 2026

UBS On-Air: Paul Donovan Daily Audio 'The great US consumer'

The US labor market remains the critical driver of the US economy. In 2025, US consumers spent more and saved less of their income to afford tariffs. That requires job security. The US labor market is not strong enough to create significant pay pressures—we are very, very far from 1973—but is good enough to give consumers the confidence to spend.

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02:54

05 Mar 2026

Top of the Morning: The landscape for Emerging Market Equities

Against a backdrop of geopolitical uncertainty and fluidity, we discuss how investors should position, along with a review of key catalysts and risks. Plus, key takeaways from the ongoing China Two Sessions. Featured are Xingchen Yu, Emerging Markets Strategist Americas, and Laura Smith, Investment Specialist, UBS Chief Investment Office. Host: Daniel Cassidy

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14:41

05 Mar 2026

Top of the Morning: Munis - California compendium

Join Ted Galgano and Jeannine Lennon, Senior Municipal Strategists from the UBS Chief Investment Office, for an update on California’s credit fundamentals and an outlook for its municipal issuers.

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12:09

05 Mar 2026

UBS On-Air: Paul Donovan Daily Audio 'Tariff affordability'

US Treasury Secretary Bessent signaled US importers could expect to pay a 15% tariff. US President Trump had mentioned this, but endorsement by an administration official adds credibility. The effect is not necessarily to raise inflation but—because tariff composition differs from the illegal IEEPA tariffs—could keep inflation rates higher for longer. Tariff reductions are not passed on to consumers the way tariff increases are.

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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

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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11:29

12 Dec 2025

Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy

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10:27

02 Dec 2025

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

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10:59

06 Nov 2025

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

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09:44

15 Oct 2025

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

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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

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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13:53

11 Dec 2025

Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer

In this episode of the Family Office Solutions Podcast, host Mark Tepsich, a family office design and governance strategist, speaks with Rishi Bali, founder and CEO of OPCO.AI. The discussion focuses on how family offices can modernize their operating core without replacing existing systems. Rishi explains how an intelligence layer can unify fragmented platforms, operationalize investment policy statements (IPS) in real time, and reduce key-person risk. He also shares his background and the journey that led to creating OPCO.AI, offering insights into innovation and strategic partnerships for family offices navigating complexity.

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35:38

17 Nov 2025

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

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09:19

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.

05 Mar 2026

Mercados en breve: ¿puede el dólar dejar de ser la moneda de reserva global?

En este episodio de Mercados en Breve damos nuestra visión sobre la desdolarización y el futuro del dólar en el sistema financiero internacional.

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05:45

26 Feb 2026

Visión UBS próximos meses: ¿Cómo invertir en un mundo cambiante?

En este episodio, Alejo Czerwonko y Alberto Rojas presentan la House View de UBS: acciones globales, oportunidades en emergentes, renta fija y el rol de los metales en un entorno volátil.

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14:20

12 Feb 2026

Mercado venezolano: ¿Qué mirar hacia el futuro?

Alejo Czerwonko conversa con Alberto Rojas sobre el mercado venezolano, las señales que importan hacia adelante y cómo leer los escenarios de inversión en un contexto de transición política.

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14:36

27 Jan 2026

Nueva generación de multimillonarios: ¿hacia dónde se mueve la riqueza global?

Alejo Czerwonko y Gabriela Soní conversan sobre el Billionaires Report de UBS y los cambios que trae una nueva generación de multimillonarios en la riqueza global.

00:00
10:15

14 Jan 2026

Rol de los mercados emergentes: ¿dejarlos fuera es una idea del pasado?

En este episodio, Alejo Czerwonko y Alberto Rojas analizan el rol actual de los mercados emergentes y los cambios estructurales que están redefiniendo el régimen de inversión global.

00:00
21:24

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.

27 Feb 2026

O que esperar dos mercados em 2026? Visão Global e Brasil

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, apresentam suas perspectivas para 2026, com foco no mercado acionário global, na reponderação entre Estados Unidos e outros mercados e nas mudanças estruturais dentro do setor de tecnologia. O episódio também traz uma análise do cenário brasileiro, destacando as preferências entre classes de ativos, com ênfase em ações e renda fixa.

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35:41

15 Jan 2026

Recap 2025: Empresas, Mercados e o Impulso da Inteligência Artificial

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, abordaram a performance dos mercados e das empresas em 2025, o protagonismo da Inteligência Artificial, e o desempenho dos mercados globais.

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45:25

28 Nov 2025

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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30:56

21 Oct 2025

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.

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57:57

20 Oct 2025

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.

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50:27

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Expiration: 2/12/2026 Review Code: IS4238814