UBS Trending

It’s time to diversify concentrated positions—new sectors, global opportunities, and Main Street policies are driving the next wave of growth.

The Chief Investment Office at UBS believes both U.S. and global equities are attractive right now. But more importantly, it’s time to broaden your portfolio.

UBS CIO discusses how shifting policy, potential market bubbles, and midterm elections could shape the 2026 outlook for business owners and investors.

UBS Trending dives into a volatile 2026 outlook as the Fed nominates a new chair, rates hold steady, yields break higher, and MBS momentum collides with shifting policy. What risks—and opportunities—should investors watch out for?

Jay Dobson from the UBS Chief Investment Office breaks down what’s really driving today’s oil and energy markets. The conversation also looks at investor implications, including the CIO’s Neutral view on energy and the growing demand story behind utilities as AI, data centers, and electrification expand.

2025 brought major milestones—record policy shifts, booming AI and renewables, and sustainable investing topping $3.7tr. AI, renewables, and shifting climate policies create opportunities but intentional choices matter more than ever.

The industrial sector is now powering AI data centers, advancing automation, and driving aviation innovation. Explore how industrials are overcoming economic headwinds and why a balanced approach offers compelling opportunities for 2026.

How resilient is the US economy heading into 2026? With household debt near multi-year lows and equity markets near record highs, what does this mean for investors and what are the takeaways for making sense of today’s financial landscape?

As we look toward 2026, the global economy is evolving in ways that could reshape opportunities across emerging markets. Which markets are better positioned to navigate challenges, and what lessons have they learned from the past?

The US housing market continues to be a focal point. With affordability under pressure, the dynamics of supply, demand, and pricing are shifting. Where do mortgage rates and home prices go from here? 

With the Fed cutting this year and another move possible in December, how could the policy path look as we head into 2026? How might these shifts affect the outlook for fixed income in the year ahead?

Charitable giving has always been about making an impact but what happens when the rules change? Beginning in 2026, new tax laws will reshape how deductions work for donors at every level. So, what does this mean for the future of giving?

Markets are moving fast, but not always in the same direction. Rate cuts, near daily highs, and policy pivots, it’s a lot to keep up with. So what’s noise, and what’s worth watching?

From the Fed’s latest rate cut to surprising trends in equities and bonds, investors may be scratching their heads. Tune in to find out what you need to know to navigate ongoing uncertainty.

As we approach year-end, what’s next for credit markets, and with mortgage rates at their lowest in a year, will high-quality bonds remain in favor?

As we wrap up 2025, what have been the biggest forces shaping the economy and what surprises might 2026 have in store? How might central bank decisions and shifting market dynamics impact investors and businesses in the months ahead? 

As we head into the last few weeks of 2025, what does the economic picture look like for business owners? How does one navigate stocks near record highs, a Fed that is cutting rates, and ongoing policy updates?

Artificial intelligence is everywhere and it’s demanding more power, more real estate, and more metal. As an investor, how should you be thinking about opportunities in and around AI?

3Q earnings season looks strong not spooky! Profits may rise10%, beating forecasts. Lower tariff risks, Fed rate cuts, and solid AI trends support our US equities upgrade. Learn more in “S&P 500 EPS: a key pillar for the bull market”.

Emerging Markets are in the spotlight. What’s driving renewed optimism in the space? Is tech the game changer? Which regions are set to lead? How can investors manage risks, and spot the next big opportunity?

Health care… from policy shifts to demographic trends, the sector is undergoing a transformation that’s capturing investor attention. As longevity becomes a defining force in global markets, why are biopharmaceuticals and medical innovation emerging as key drivers of portfolio strategy?

Curious where AI’s fuel comes from? Your attention powers the engine! Ad dollars from platforms like Meta and Alphabet drive smarter AI, making ads more effective and shaping how we spend time online.

As we enter the final quarter of 2025, how has fixed income performed, particularly with the impact of renewed Fed rate cuts? What about the housing market or mortgage rates? Where are the potential vulnerabilities? 

As the Federal Reserve enters a rate-cutting cycle, what are the potential implications for emerging markets?

The Federal Reserve’s September meeting has wrapped and investors are watching closely for what comes next. How will the Fed’s decision to cut rates impact markets and the economy? Plus, can this equity rally continue?

2Q25 earnings season is over. With profits beating estimates, what drove results, and what are our key takeaways for the second half of the year?

In the heart of New York, Central Park stays serene, and so do the markets. What explains this calm amid uncertainty, tariffs, and shifting federal spending as investors remain steady in a world full of noise and disruption?

On the surface, we’re seeing new record highs in the equity market. The S&P 500 and Nasdaq have been on impressive runs since Liberation Day. However, what’s beneath the surface could be a little more concerning.

In today’s digital world, financial misinformation spreads faster than ever, fueled by social media, viral trends, and even the latest AI technology. So, what’s the real cost when we act on bad information?

Big changes are here for estate and business owners. The new tax law just rewrote the rules on gifting, deductions, and more. What should you do now to protect and grow your wealth?

Year-to date, the USD has weakened 12% against the EUR which means European espresso costs a lot more now in dollar terms than it did just a few months ago. Why has the dollar weakened and what is the impact on the economy?

The Fed held rates steady once again, signaling a cautious approach as economic uncertainty remains. But as volatility fades, investors are asking, is this the time for fixed income investing?

There is a new reality in Washington, but for markets and the economy, uncertainty remains. With signature moves on tariffs and taxes set to take effect, what’s next for the Fed, dealmaking, and the broader outlook?

Emerging markets have often been at the mercy of global rate cycles. But this time, EM central banks are leading the way—tightening early, taming inflation, and now potentially preparing to ease before the Fed. Is this a turning point for EM assets?

The first half of the year in sustainable investing has been a whirlwind—policy shifts, market volatility, and a new administration that’s put sustainability and climate change front and center. What can we expect for the second half of 2025?

With the ‘One Big, Beautiful, Bill’ now signed into law, American tax policy has entered a new era. Beyond the headlines, however, what’s the real story for business owners?

2Q earnings season is underway—discover what’s driving market momentum, which themes are in focus, and what key topics investors are watching for.

We’ve seen the headlines talking about what’s in the bill—now that the dust has settled, what really matters for investors and the economy? Which policies will actually move markets, and where are the biggest risks and opportunities?

Markets have shrugged off uncertainty, but shifting yields, tariff talk, and fresh Fed signals suggest change ahead. From resilient risk assets to high-yield credit and defensive plays, investors have a lot to watch in the coming months.

Brazil is gaining attention with structural reforms, expected rate cuts, and supportive global trends. But the key question remains - can this momentum truly be sustained?

POTUS 47 administration used more executive orders in the first 100 days than any US president in the past 50 years. Tiffany Agard, CIO Sustainable and Impact Investing, breaks down the orders and how they impact the sustainability sector.

This conversation with Julia Hermann takes us beyond the headlines and into the engine room of the AI revolution. As energy demands of AI data centers rival those of entire countries, we explore what powers AI and where that power will come from.

Whether you are powering massive data centers or making shiny new electric vehicles, electrification is a sustainable way to accommodate this rise in energy demand. What do you need to know as an investor?

Markets have been anything but calm this year - volatility is back, headlines are on a 24-hour cycle and investors are scratching their heads wondering what to do. There is a light - beneath the noise, some companies are quietly building real value.

We’re diving into the latest Own your worth report from Women’s Wealth, shedding light on the real-life experiences of women navigating wealth transfers. What can we all learn from these stories of transition, resilience, and empowerment?

Markets were whipsawing on just about every headline—tariffs, trade wars, and reshoring—but they have since calmed, with volatility now somewhat muted. Have markets become too complacent? What is the market really telling us?

The U.S. economy faces new policies, global uncertainty, and a changing rate outlook. As yields climb and recession fears linger, how can investors position for opportunity?

The sustainable investing world is facing a timely debate: should defense companies have a place in sustainability focused portfolios?

With new legislation potentially on the horizon, and a Fed that is paying close attention to rates, how are municipal bonds positioned for what’s ahead? Pimco's David Hammer sits down with us to share his take.

More than two-thirds of survey respondents say that annuities can provide peace of mind and help protect against equity risk. But why do only 1 in 7 investors actually own them? Read the latest report - “Three reasons to seek annuity income.”