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.

AI disruption and opportunity

We believe generative artificial intelligence (genAI) represents the most significant platform shift since the internet and has the potential to transform industries. In our latest report AI disruption and opportunity: A sector-by-sector guide for entrepreneurs we look at the impact of artificial intelligence on eleven different sectors.

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.
 Shipping containers

No tariff inflation? Not so fast

This report takes a look at the slow pass-through of tariffs to consumer prices through the lens of imported power tools.

Globe on marble table

War in Ukraine – Alaska summit doesn’t result in immediate progress toward a ceasefire

US President Trump and Russian President Putin met in Alaska, but there seemed to be no progress made toward an immediate end of fighting in Ukraine. We expect the war to continue into next year.

US tariffs: Implications for the Swiss economy

Tariffs gradually feeding into inflation

Another brick in the tariff wall

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.

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.
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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