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.

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Our latest global real estate insights

This year’s UBS Global Real Estate Bubble Index places Miami in the top spot for bubble risk, followed by Tokyo and Zurich. The report, which analyzes residential property prices in 21 major cities around the world, also includes six city spotlights on Miami, Tokyo, Zurich, Dubai, London and Frankfurt.

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.
US Congress Building

US government shutdown on the horizon

Barring a last-minute agreement on a short-term funding measure, a US government shutdown appears likely to begin on October 1. The historical record points to a negligible effect on the economy even if the shutdown lasts several weeks. We believe the direct impact of the shutdown on financial markets will likely be muted.

Wall Street

Banking on regulatory reform

While bank capital reform will likely reduce capital requirements holistically, we view these changes as a normalization of policy rather than a reversal. We see positive implications for both equity and fixed income investors as reforms normalize.

IEEPA tariffs ruled unlawful on appeal

No tariff inflation? Not so fast

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

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.

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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.
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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