UBS Trending

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—s...

17 Helmi 13min

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...

13 Helmi 12min

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 intentio...

12 Helmi 2min

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 offe...

11 Helmi 1min

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 makin...

2 Joulu 202510min

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 ha...

28 Marras 202510min

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?

26 Marras 202513min

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?

24 Marras 202511min