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With 24-hour coverage of major asset classes from 12 key financial hubs around the globe, our Chief Investment Office experts identify the latest investment opportunities and market risks for you. Get fresh perspectives on the topics that matter most to you and your investment goals.

Global Investment Returns Yearbook 2025

With 125 years of data, the UBS Global Investment Returns Yearbook 2025 provides the historical evidence and perspective needed to underpin future investment strategy. Discover how the first quarter of the 21st century’s market performance compares with that of the 20th century.

Investing under Trump 2.0

Uncertainty and market volatility could persist as Trump’s policies take shape. But investors can bolster their portfolios by positioning for several enduring trends.

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Revised tariff scenarios

05 Mar 2025

The risk of a tariff escalation following the Trump administration's blanket tariffs on its three largest trading partners increases the odds of our “highly aggressive” tariff scenario.

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Trade war fears spark volatility

05 Mar 2025

The S&P 500 fell 1.2% on Tuesday, as Canada, Mexico, and China signaled they would retaliate against the tariff increases announced by the Trump administration at the start of this week. Tariff-related uncertainty and trade policy shifts reinforce the need for portfolio diversification and risk management. But our base case remains that the equity rally will continue, amid US economic resilience and heavy investment in AI.

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Ukraine – Oval Office meeting reverberates

04 Mar 2025

A meeting at the White House laid bare the contentious relationship between the leadership of Ukraine and the US administration. The signing of the minerals deal between the US and Ukraine remains in limbo. On Monday, the US announced the suspension of military aid.

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House View

How do current economic trends affect your wealth and how you manage it? Keep up to date with the UBS Chief Investment Office House View’s regular independent financial research.

More views from our CIO

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Paul Donovan: economics without jargon

Daily independent financial research from Global Chief Economist Paul Donovan, who believes passionately that economics is something everyone can and should understand.

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I tend to think of myself as a political economist, not a mathematical economist. Diversity, inflation, education, trade, inequality, sustainability and social change are some of the topics I am very enthusiastic about.

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Our Chief Investment Office leadership team works with investment specialists across key financial hubs worldwide to identify the latest investment opportunities and market risks which can help you achieve your financial goals.
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Everyone has a unique set of preferences and behavioral characteristics, which can mean that even identical investment portfolios result in very different experiences for different individuals.